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Kovack Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Kovack Advisors’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.48M Buy
21,917
+66
+0.3% +$4.13K 0.07% 274
2026
Q1 		$1.36M Buy
21,851
+353
+2% +$22.8K 0.07% 270
2025
Q4 		$1.4M Buy
21,498
+9,956
+86% +$628K 0.07% 278
2025
Q3 		$678K Sell
11,542
-2,525
-18% -$144K 0.06% 263
2025
Q2 		$795K Sell
14,067
-1,566
-10% -$88.3K 0.08% 233
2025
Q1 		$952K Sell
15,633
-74
-0.5% -$4.52K 0.1% 184
2024
Q4 		$915K Buy
15,707
+3,220
+26% +$199K 0.09% 185
2024
Q3 		$812K Hold
12,487
– – 0.09% 192
2024
Q2 		$765K Sell
12,487
-425
-3% -$25.6K 0.08% 215
2024
Q1 		$799K Buy
12,912
+2
+0% +$120 0.1% 174
2023
Q4 		$739K Sell
12,910
-250
-2% -$13.6K 0.09% 220
2023
Q3 		$711K Sell
13,160
-250
-2% -$14K 0.1% 190
2023
Q2 		$752K Sell
13,410
-17,075
-56% -$949K 0.1% 203
2023
Q1 		$1.66M Sell
30,485
-1,190
-4% -$65.3K 0.23% 102
2022
Q4 		$1.8M Sell
31,675
-360
-1% -$19.9K 0.26% 84
2022
Q3 		$1.62M Sell
32,035
-190
-0.6% -$10.3K 0.24% 90
2022
Q2 		$1.73M Sell
32,225
-580
-2% -$31.8K 0.23% 98
2022
Q1 		$1.89M Sell
32,805
-415
-1% -$23.2K 0.19% 115
2021
Q4 		$2M Buy
33,220
+19,830
+148% +$1.13M 0.19% 122
2021
Q3 		$739K Buy
13,390
+845
+7% +$48.3K 0.08% 285
2021
Q2 		$685K Buy
12,545
+10
+0.1% +$529 0.08% 277
2021
Q1 		$633K Buy
12,535
+575
+5% +$28.9K 0.08% 266
2020
Q4 		$588K Buy
11,960
+1,535
+15% +$72.4K 0.08% 249
2020
Q3 		$474K Buy
10,425
+920
+10% +$41.6K 0.08% 234
2020
Q2 		$410K Buy
+9,505
New +$401K 0.08% 251
2019
Q3 		– Sell
-5,125
Closed -$200K – 529
2019
Q2 		$200K Buy
+5,125
New +$194K 0.05% 400
2019
Q1 		– Sell
-6,900
Closed -$249K – 475
2018
Q4 		$249K Buy
+6,900
New +$264K 0.07% 302
2017
Q4 		– Sell
-14,610
Closed -$502K – 484
2017
Q3 		$502K Buy
+14,610
New +$492K 0.17% 146

Other funds holding IYH

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Kovack Advisors's IYH Position: Q2 2026 in Review

Kovack Advisors increased its iShares US Healthcare ETF (IYH) stake by 0.3% in Q2 2026, buying an estimated $4.13K and bringing the position to 21,917 shares worth $1.48M. The position accounts for 0.07% of the portfolio, ranked #274.

Kovack Advisors first reported a position in IYH in Q3 2017 and has held it in 28 quarters since. The position peaked at $2M in Q4 2021. 531 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Kovack Advisors held 21,917 shares of iShares US Healthcare ETF worth $1.48M as of Q2 2026.
  • Kovack Advisors bought 66 iShares US Healthcare ETF shares in Q2 2026, an estimated $4.13K.
  • iShares US Healthcare ETF made up 0.07% of Kovack Advisors's portfolio in Q2 2026, its #274 holding.
  • Kovack Advisors first reported a position in iShares US Healthcare ETF in Q3 2017 and has held it in 28 quarters since.
  • Kovack Advisors's iShares US Healthcare ETF position peaked at $2M in Q4 2021.
  • 531 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.