AFT Forsyth & Company’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.01M | Sell |
15,024
-399
| -3% | -$25K | 0.48% | 47 |
|
|
2026
Q1 | $951K | Sell |
15,423
-391
| -2% | -$25.3K | 0.45% | 55 |
|
|
2025
Q4 | $1.03M | Sell |
15,814
-19
| -0.1% | -$1.2K | 0.44% | 49 |
|
|
2025
Q3 | $930K | Hold |
15,833
| – | – | 0.45% | 46 |
|
|
2025
Q2 | $894K | Sell |
15,833
-147
| -0.9% | -$8.29K | 0.46% | 45 |
|
|
2025
Q1 | $973K | Buy |
15,980
+89
| +0.6% | +$5.44K | 0.52% | 43 |
|
|
2024
Q4 | $926K | Sell |
15,891
-330
| -2% | -$20.4K | 0.45% | 47 |
|
|
2024
Q3 | $1.05M | Sell |
16,221
-2
| -0% | -$128 | 0.52% | 42 |
|
|
2024
Q2 | $994K | Buy |
16,223
+337
| +2% | +$20.3K | 0.49% | 47 |
|
|
2024
Q1 | $983K | Sell |
15,886
-464
| -3% | -$27.9K | 0.56% | 46 |
|
|
2023
Q4 | $936K | Sell |
16,350
-1,300
| -7% | -$70.8K | 0.59% | 43 |
|
|
2023
Q3 | $953K | Buy |
17,650
+170
| +1% | +$9.5K | 0.7% | 42 |
|
|
2023
Q2 | $980K | Sell |
17,480
-650
| -4% | -$36.1K | 0.69% | 40 |
|
|
2023
Q1 | $990K | Buy |
18,130
+165
| +0.9% | +$9.05K | 0.76% | 40 |
|
|
2022
Q4 | $1.02M | Buy |
17,965
+785
| +5% | +$43.3K | 0.87% | 34 |
|
|
2022
Q3 | $869K | Hold |
17,180
| – | – | 0.78% | 39 |
|
|
2022
Q2 | $924K | Buy |
17,180
+30
| +0.2% | +$1.65K | 0.75% | 40 |
|
|
2022
Q1 | $991K | Buy |
17,150
+1,685
| +11% | +$94.1K | 0.63% | 44 |
|
|
2021
Q4 | $929K | Buy |
15,465
+1,655
| +12% | +$94.6K | 0.48% | 62 |
|
|
2021
Q3 | $762K | Buy |
13,810
+415
| +3% | +$23.7K | 0.41% | 76 |
|
|
2021
Q2 | $731K | Buy |
13,395
+745
| +6% | +$39.4K | 0.39% | 86 |
|
|
2021
Q1 | $639K | Buy |
12,650
+675
| +6% | +$33.9K | 0.38% | 92 |
|
|
2020
Q4 | $589K | Buy |
11,975
+110
| +0.9% | +$5.19K | 0.37% | 90 |
|
|
2020
Q3 | $539K | Buy |
11,865
+540
| +5% | +$24.4K | 0.4% | 77 |
|
|
2020
Q2 | $489K | Buy |
11,325
+220
| +2% | +$9.29K | 0.41% | 74 |
|
|
2020
Q1 | $417K | Buy |
11,105
+75
| +0.7% | +$3.08K | 0.42% | 83 |
|
|
2019
Q4 | $476K | Buy |
11,030
+395
| +4% | +$16K | 0.36% | 91 |
|
|
2019
Q3 | $402K | Buy |
10,635
+550
| +5% | +$21.2K | 0.33% | 98 |
|
|
2019
Q2 | $394K | Buy |
10,085
+850
| +9% | +$32.2K | 0.32% | 98 |
|
|
2019
Q1 | $358K | Buy |
9,235
+885
| +11% | +$33.6K | 0.31% | 97 |
|
|
2018
Q4 | $302K | Buy |
8,350
+250
| +3% | +$9.58K | 0.3% | 105 |
|
|
2018
Q3 | $329K | Buy |
8,100
+275
| +4% | +$10.6K | 0.27% | 113 |
|
|
2018
Q2 | $279K | Buy |
7,825
+1,340
| +21% | +$47.2K | 0.24% | 118 |
|
|
2018
Q1 | $224K | Hold |
6,485
| – | – | 0.21% | 125 |
|
|
2017
Q4 | $226K | Buy |
+6,485
| New | +$225K | 0.22% | 121 |
|
Other funds holding IYH
PCH
OC
AFT Forsyth & Company's IYH Position: Q2 2026 in Review
AFT Forsyth & Company reduced its iShares US Healthcare ETF (IYH) stake by 2.6% in Q2 2026, selling an estimated $25K and leaving 15,024 shares worth $1.01M. The position accounts for 0.48% of the portfolio, ranked #47.
AFT Forsyth & Company first reported a position in IYH in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.05M in Q3 2024. 531 funds tracked by Wall St. Rank hold IYH as of Q2 2026.
- AFT Forsyth & Company held 15,024 shares of iShares US Healthcare ETF worth $1.01M as of Q2 2026.
- AFT Forsyth & Company sold 399 iShares US Healthcare ETF shares in Q2 2026, an estimated $25K.
- iShares US Healthcare ETF made up 0.48% of AFT Forsyth & Company's portfolio in Q2 2026, its #47 holding.
- AFT Forsyth & Company first reported a position in iShares US Healthcare ETF in Q4 2017 and has held it in 35 quarters since.
- AFT Forsyth & Company's iShares US Healthcare ETF position peaked at $1.05M in Q3 2024.
- 531 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.
Based on AFT Forsyth & Company's 13F filing for Q2 2026, filed 14 Aug 2026.