Avior Wealth Management’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 | – | Sell |
-10,190
| Closed | -$628K | – | 845 |
|
|
2026
Q1 | $628K | Buy |
+10,190
| New | +$658K | 0.02% | 468 |
|
|
2025
Q1 | – | Sell |
-239
| Closed | -$13.9K | – | 1550 |
|
|
2024
Q4 | $13.9K | Buy |
239
+1
| +0.4% | +$62 | ﹤0.01% | 1520 |
|
|
2024
Q3 | $15.5K | Sell |
238
-798
| -77% | -$51K | ﹤0.01% | 1428 |
|
|
2024
Q2 | $63.5K | Sell |
1,036
-476
| -31% | -$28.6K | ﹤0.01% | 1005 |
|
|
2024
Q1 | $93.6K | Buy |
1,512
+1,277
| +543% | +$76.8K | ﹤0.01% | 994 |
|
|
2023
Q4 | $13.6K | Sell |
235
-110
| -32% | -$5.99K | ﹤0.01% | 944 |
|
|
2023
Q3 | $18.6K | Sell |
345
-555
| -62% | -$31K | ﹤0.01% | 951 |
|
|
2023
Q2 | $50.5K | Sell |
900
-50
| -5% | -$2.78K | ﹤0.01% | 758 |
|
|
2023
Q1 | $52.1K | Buy |
950
+590
| +164% | +$32.4K | ﹤0.01% | 758 |
|
|
2022
Q4 | $20.7K | Sell |
360
-90
| -20% | -$4.97K | ﹤0.01% | 751 |
|
|
2022
Q3 | $22K | Buy |
450
+220
| +96% | +$11.9K | ﹤0.01% | 727 |
|
|
2022
Q2 | $12K | Hold |
230
| – | – | ﹤0.01% | 744 |
|
|
2022
Q1 | $13K | Hold |
230
| – | – | ﹤0.01% | 793 |
|
|
2021
Q4 | $13K | Buy |
230
+5
| +2% | +$286 | ﹤0.01% | 774 |
|
|
2021
Q3 | $12K | Sell |
225
-5
| -2% | -$286 | ﹤0.01% | 743 |
|
|
2021
Q2 | $12K | Hold |
230
| – | – | ﹤0.01% | 726 |
|
|
2021
Q1 | $11K | Buy |
230
+5
| +2% | +$251 | ﹤0.01% | 746 |
|
|
2020
Q4 | $11K | Hold |
225
| – | – | ﹤0.01% | 700 |
|
|
2020
Q3 | $10K | Hold |
225
| – | – | ﹤0.01% | 687 |
|
|
2020
Q2 | $9K | Hold |
225
| – | – | ﹤0.01% | 677 |
|
|
2020
Q1 | $8K | Hold |
225
| – | – | ﹤0.01% | 600 |
|
|
2019
Q4 | $9K | Buy |
225
+5
| +2% | +$202 | ﹤0.01% | 608 |
|
|
2019
Q3 | $8K | Sell |
220
-5
| -2% | -$192 | ﹤0.01% | 597 |
|
|
2019
Q2 | $9K | Buy |
225
+5
| +2% | +$189 | ﹤0.01% | 608 |
|
|
2019
Q1 | $8K | Hold |
220
| – | – | ﹤0.01% | 546 |
|
|
2018
Q4 | $8K | Hold |
220
| – | – | ﹤0.01% | 585 |
|
|
2018
Q3 | $9K | Hold |
220
| – | – | ﹤0.01% | 587 |
|
|
2018
Q2 | $8K | Hold |
220
| – | – | ﹤0.01% | 607 |
|
|
2018
Q1 | $8K | Hold |
220
| – | – | ﹤0.01% | 603 |
|
|
2017
Q4 | $8K | Hold |
220
| – | – | ﹤0.01% | 616 |
|
|
2017
Q3 | $7K | Buy |
220
+5
| +2% | +$169 | ﹤0.01% | 367 |
|
|
2017
Q2 | $7K | Hold |
215
| – | – | ﹤0.01% | 344 |
|
|
2017
Q1 | $7K | Hold |
215
| – | – | ﹤0.01% | 386 |
|
|
2016
Q4 | $6K | Sell |
215
-200
| -48% | -$5.8K | ﹤0.01% | 374 |
|
|
2016
Q3 | $12K | Sell |
415
-510
| -55% | -$15.6K | ﹤0.01% | 326 |
|
|
2016
Q2 | $28K | Hold |
925
| – | – | 0.01% | 253 |
|
|
2016
Q1 | $26K | Buy |
925
+420
| +83% | +$11.6K | 0.01% | 257 |
|
|
2015
Q4 | $15K | Buy |
505
+5
| +1% | +$149 | 0.01% | 283 |
|
|
2015
Q3 | $14K | Hold |
500
| – | – | 0.01% | 264 |
|
|
2015
Q2 | $16K | Buy |
+500
| New | +$15.7K | 0.01% | 231 |
|
Other funds holding IYH
PCH
OC
Avior Wealth Management's IYH Position: Q2 2026 in Review
Avior Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q2 2026, closing a stake of 10,190 shares — an estimated $628K sold.
Avior Wealth Management first reported a position in IYH in Q2 2015 and held it in 40 quarters. The position peaked at $628K in Q1 2026. 534 funds tracked by Wall St. Rank hold IYH as of Q2 2026.
- Avior Wealth Management reported no remaining iShares US Healthcare ETF position as of Q2 2026 after selling out during the quarter.
- Avior Wealth Management sold 10,190 iShares US Healthcare ETF shares in Q2 2026, an estimated $628K.
- Avior Wealth Management first reported a position in iShares US Healthcare ETF in Q2 2015 and held it in 40 quarters.
- Avior Wealth Management's iShares US Healthcare ETF position peaked at $628K in Q1 2026.
- 534 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.
Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.