MAI 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 | $980K | Buy |
17,348
+8
| +0% | +$452 | 0.01% | 640 |
|
|
2025
Q1 | $1.06M | Buy |
17,340
+7
| +0% | +$426 | 0.01% | 595 |
|
|
2024
Q4 | $1.01M | Buy |
17,333
+505
| +3% | +$29.4K | 0.01% | 609 |
|
|
2024
Q3 | $1.09M | Sell |
16,828
-280
| -2% | -$18.2K | 0.01% | 518 |
|
|
2024
Q2 | $1.05M | Buy |
17,108
+295
| +2% | +$18.1K | 0.01% | 570 |
|
|
2024
Q1 | $1.04M | Buy |
16,813
+23
| +0.1% | +$1.42K | 0.01% | 550 |
|
|
2023
Q4 | $961K | Buy |
16,790
+3,130
| +23% | +$179K | 0.01% | 464 |
|
|
2023
Q3 | $738K | Buy |
13,660
+35
| +0.3% | +$1.89K | 0.01% | 502 |
|
|
2023
Q2 | $764K | Sell |
13,625
-275
| -2% | -$15.4K | 0.01% | 489 |
|
|
2023
Q1 | $759K | Sell |
13,900
-1,000
| -7% | -$54.6K | 0.01% | 485 |
|
|
2022
Q4 | $845K | Buy |
14,900
+1,580
| +12% | +$89.6K | 0.01% | 442 |
|
|
2022
Q3 | $674K | Buy |
13,320
+240
| +2% | +$12.1K | 0.01% | 455 |
|
|
2022
Q2 | $703K | Hold |
13,080
| – | – | 0.01% | 445 |
|
|
2022
Q1 | $755K | Buy |
13,080
+70
| +0.5% | +$4.04K | 0.01% | 436 |
|
|
2021
Q4 | $781K | Buy |
+13,010
| New | +$781K | 0.01% | 440 |
|