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Aurora Private Wealth’s iShares US Healthcare ETF IYH Stock Holding History

Aurora Private Wealth’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
2025
Q1 		– Sell
-3,653
Closed -$213K – 160
2024
Q4 		$213K Buy
3,653
+8
+0.2% +$494 0.16% 141
2024
Q3 		$237K Buy
3,645
+9
+0.2% +$575 0.19% 134
2024
Q2 		$223K Sell
3,636
-332
-8% -$20K 0.2% 132
2024
Q1 		$244K Sell
3,968
-157
-4% -$9.44K 0.21% 124
2023
Q4 		$236K Buy
4,125
+20
+0.5% +$1.09K 0.22% 126
2023
Q3 		$222K Buy
+4,105
New +$229K 0.25% 117
2023
Q2 		– Sell
-4,180
Closed -$228K – 147
2023
Q1 		$228K Sell
4,180
-265
-6% -$14.5K 0.24% 124
2022
Q4 		$252K Buy
4,445
+20
+0.5% +$1.1K 0.29% 110
2022
Q3 		$224K Hold
4,425
– – 0.1% 145
2022
Q2 		$238K Buy
4,425
+10
+0.2% +$549 0.11% 144
2022
Q1 		$255K Buy
4,415
+5
+0.1% +$279 0.11% 158
2021
Q4 		$265K Sell
4,410
-105
-2% -$6K 0.11% 151
2021
Q3 		$249K Buy
+4,515
New +$258K 0.1% 182
2021
Q2 		– Sell
-4,625
Closed -$233K – 216
2021
Q1 		$233K Hold
4,625
– – 0.1% 179
2020
Q4 		$227K Buy
4,625
+10
+0.2% +$472 0.1% 183
2020
Q3 		$210K Buy
+4,615
New +$209K 0.09% 176

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Aurora Private Wealth's IYH Position: Q1 2025 in Review

Aurora Private Wealth sold out of iShares US Healthcare ETF (IYH) in Q1 2025, closing a stake of 3,653 shares — an estimated $213K sold.

Aurora Private Wealth first reported a position in IYH in Q3 2020 and held it in 16 quarters. The position peaked at $265K in Q4 2021. 497 funds tracked by Wall St. Rank hold IYH as of Q1 2025.

  • Aurora Private Wealth reported no remaining iShares US Healthcare ETF position as of Q1 2025 after selling out during the quarter.
  • Aurora Private Wealth sold 3,653 iShares US Healthcare ETF shares in Q1 2025, an estimated $213K.
  • Aurora Private Wealth first reported a position in iShares US Healthcare ETF in Q3 2020 and held it in 16 quarters.
  • Aurora Private Wealth's iShares US Healthcare ETF position peaked at $265K in Q4 2021.
  • 497 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2025.

Based on Aurora Private Wealth's 13F filing for Q1 2025, filed 23 Apr 2025.