AUA Capital Management’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$161K | 1.06% | 23 |
|
|
2023
Q4 | $1.85M | Buy |
32,380
+1,650
| +5% | +$94.5K | 1.15% | 21 |
|
|
2023
Q3 | $1.66M | Buy |
30,730
+190
| +0.6% | +$10.3K | 1.2% | 22 |
|
|
2023
Q2 | $1.71M | Sell |
30,540
-2,200
| -7% | -$123K | 1.18% | 20 |
|
|
2023
Q1 | $1.79M | Hold |
32,740
| – | – | 1.21% | 18 |
|
|
2022
Q4 | $1.86M | Buy |
32,740
+275
| +0.8% | +$15.6K | 1.26% | 18 |
|
|
2022
Q3 | $1.64M | Sell |
32,465
-2,890
| -8% | -$146K | 1.09% | 17 |
|
|
2022
Q2 | $1.9M | Buy |
35,355
+1,780
| +5% | +$95.8K | 1.1% | 19 |
|
|
2022
Q1 | $1.94M | Buy |
33,575
+2,095
| +7% | +$121K | 1.04% | 18 |
|
|
2021
Q4 | $1.89M | Sell |
31,480
-170
| -0.5% | -$10.2K | 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% | +$271K | 1.05% | 19 |
|
|
2020
Q4 | $1.29M | Buy |
26,290
+190
| +0.7% | +$9.35K | 0.92% | 21 |
|
|
2020
Q3 | $1.19M | Buy |
26,100
+2,390
| +10% | +$109K | 0.99% | 20 |
|
|
2020
Q2 | $1.02M | Sell |
23,710
-4,360
| -16% | -$188K | 1.02% | 21 |
|
|
2020
Q1 | $1.05M | Buy |
28,070
+2,260
| +9% | +$84.9K | 1% | 21 |
|
|
2019
Q4 | $1.11M | Sell |
25,810
-5,865
| -19% | -$253K | 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% | -$8.68K | 1.04% | 18 |
|
|
2018
Q3 | $1.3M | Buy |
+31,915
| New | +$1.3M | 1.02% | 20 |
|