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iShares Dow Jones US Healthcare shares owned by AE Wealth Management

Quarter-by-quarter ownership of iShares Dow Jones US Healthcare (IYH) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in iShares Dow Jones US Healthcare

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Healthcare held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones US Healthcare by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $6.0M 92k 65.10
2025-09-30 $59k 998 58.73
2025-06-30 $72k 1.3k 56.48
2025-03-31 $82k 1.3k 60.88
2024-12-31 $79k 1.4k 58.28
2023-12-31 $5.6M 19k 292.14
2023-09-30 $6.1M 22k 270.07
2023-06-30 $5.8M 21k 280.25
2023-03-31 $6.0M 22k 273.06
2022-12-31 $6.0M 21k 283.71
2022-09-30 $5.3M 21k 252.98
2022-06-30 $1.1M 4.2k 268.95
2022-03-31 $1.8M 6.3k 288.88
2021-12-31 $1.9M 6.4k 300.36
2021-09-30 $984k 3.6k 275.94
2021-06-30 $956k 3.5k 272.83
2021-03-31 $886k 3.5k 252.35
2020-12-31 $787k 3.2k 245.78
2020-09-30 $738k 3.2k 227.15
2020-06-30 $652k 3.0k 215.68