Aurora Private Wealth’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
Q1 | – | Sell |
-3,653
| Closed | -$213K | – | 160 |
|
|
2024
Q4 | $213K | Buy |
3,653
+8
| +0.2% | +$466 | 0.16% | 141 |
|
|
2024
Q3 | $237K | Buy |
3,645
+9
| +0.2% | +$585 | 0.19% | 134 |
|
|
2024
Q2 | $223K | Sell |
3,636
-332
| -8% | -$20.4K | 0.2% | 132 |
|
|
2024
Q1 | $244K | Sell |
3,968
-157
| -4% | -$9.65K | 0.21% | 124 |
|
|
2023
Q4 | $236K | Buy |
4,125
+20
| +0.5% | +$1.14K | 0.22% | 126 |
|
|
2023
Q3 | $222K | Buy |
+4,105
| New | +$222K | 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% | +$1.13K | 0.29% | 110 |
|
|
2022
Q3 | $224K | Hold |
4,425
| – | – | 0.1% | 145 |
|
|
2022
Q2 | $238K | Buy |
4,425
+10
| +0.2% | +$538 | 0.11% | 144 |
|
|
2022
Q1 | $255K | Buy |
4,415
+5
| +0.1% | +$289 | 0.11% | 158 |
|
|
2021
Q4 | $265K | Sell |
4,410
-105
| -2% | -$6.31K | 0.11% | 151 |
|
|
2021
Q3 | $249K | Buy |
+4,515
| New | +$249K | 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% | +$491 | 0.1% | 183 |
|
|
2020
Q3 | $210K | Buy |
+4,615
| New | +$210K | 0.09% | 176 |
|