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AUA Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

AUA Capital Management’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 		$1.95M Sell
29,093
-114
-0.4% -$7.13K 0.9% 26
2026
Q1 		$1.8M Sell
29,207
-372
-1% -$24K 0.92% 26
2025
Q4 		$1.93M Sell
29,579
-380
-1% -$24K 0.97% 25
2025
Q3 		$1.76M Buy
29,959
+174
+0.6% +$9.91K 0.99% 25
2025
Q2 		$1.68M Hold
29,785
– – 1% 24
2025
Q1 		$1.81M Hold
29,785
– – 1.18% 23
2024
Q4 		$1.74M Hold
29,785
– – 1.11% 23
2024
Q3 		$1.94M Hold
29,785
– – 1.12% 23
2024
Q2 		$1.82M Hold
29,785
– – 1.1% 22
2024
Q1 		$1.84M Sell
29,785
-2,595
-8% -$156K 1.06% 23
2023
Q4 		$1.85M Buy
32,380
+1,650
+5% +$89.8K 1.15% 21
2023
Q3 		$1.66M Buy
30,730
+190
+0.6% +$10.6K 1.2% 22
2023
Q2 		$1.71M Sell
30,540
-2,200
-7% -$122K 1.18% 20
2023
Q1 		$1.79M Hold
32,740
– – 1.21% 18
2022
Q4 		$1.86M Buy
32,740
+275
+0.8% +$15.2K 1.26% 18
2022
Q3 		$1.64M Sell
32,465
-2,890
-8% -$156K 1.09% 17
2022
Q2 		$1.9M Buy
35,355
+1,780
+5% +$97.7K 1.1% 19
2022
Q1 		$1.94M Buy
33,575
+2,095
+7% +$117K 1.04% 18
2021
Q4 		$1.89M Sell
31,480
-170
-0.5% -$9.71K 1.11% 17
2021
Q3 		$1.75M Hold
31,650
– – 1.11% 18
2021
Q2 		$1.73M Hold
31,650
– – 1.07% 18
2021
Q1 		$1.6M Buy
31,650
+5,360
+20% +$269K 1.05% 19
2020
Q4 		$1.29M Buy
26,290
+190
+0.7% +$8.97K 0.92% 21
2020
Q3 		$1.19M Buy
26,100
+2,390
+10% +$108K 0.99% 20
2020
Q2 		$1.02M Sell
23,710
-4,360
-16% -$184K 1.02% 21
2020
Q1 		$1.05M Buy
28,070
+2,260
+9% +$92.9K 1% 21
2019
Q4 		$1.11M Sell
25,810
-5,865
-19% -$237K 0.92% 21
2019
Q3 		$1.2M Hold
31,675
– – 0.96% 20
2019
Q2 		$1.24M Hold
31,675
– – 0.99% 20
2019
Q1 		$1.23M Hold
31,675
– – 1.02% 18
2018
Q4 		$1.15M Sell
31,675
-240
-0.8% -$9.2K 1.04% 18
2018
Q3 		$1.29M Buy
+31,915
New +$1.23M 1.02% 20

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

AUA Capital Management's IYH Position: Q2 2026 in Review

AUA Capital Management reduced its iShares US Healthcare ETF (IYH) stake by 0.39% in Q2 2026, selling an estimated $7.13K and leaving 29,093 shares worth $1.95M. The position accounts for 0.9% of the portfolio, ranked #26.

AUA Capital Management first reported a position in IYH in Q3 2018 and has held it in 32 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • AUA Capital Management held 29,093 shares of iShares US Healthcare ETF worth $1.95M as of Q2 2026.
  • AUA Capital Management sold 114 iShares US Healthcare ETF shares in Q2 2026, an estimated $7.13K.
  • iShares US Healthcare ETF made up 0.9% of AUA Capital Management's portfolio in Q2 2026, its #26 holding.
  • AUA Capital Management first reported a position in iShares US Healthcare ETF in Q3 2018 and has held it in 32 quarters since.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on AUA Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.