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iShares Dow Jones US Healthcare shares owned by Sonata Capital

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

Historical chart of Sonata Capital 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 Sonata Capital 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 Sonata Capital

Quarter filed Position value Share count Share price at filing
2024-12-31 $233k 4.0k 58.25
2024-09-30 $260k 4.0k 65.00
2024-06-30 $276k 4.5k 61.33
2024-03-31 $279k 4.5k 62.00
2023-12-31 $258k 900 286.67
2023-09-30 $243k 900 270.00
2023-06-30 $249k 890 279.78
2023-03-31 $243k 890 273.03
2022-12-31 $267k 940 284.04
2022-09-30 $238k 940 253.19
2020-12-31 $234k 950 246.32
2020-09-30 $216k 950 227.37
2020-06-30 $248k 1.2k 215.65
2020-03-31 $216k 1.2k 187.83
2019-12-31 $248k 1.2k 215.65
2019-09-30 $217k 1.2k 188.70
2019-06-30 $225k 1.2k 195.65
2019-03-31 $262k 1.4k 194.07
2018-12-31 $244k 1.4k 180.74
2018-09-30 $477k 2.4k 202.98
2018-06-30 $419k 2.4k 178.30
2018-03-31 $440k 2.6k 172.55
2017-12-31 $514k 3.0k 174.24
2017-09-30 $541k 3.2k 171.75
2017-06-30 $524k 3.2k 166.35
2017-03-31 $490k 3.2k 155.56
2016-12-31 $483k 3.4k 144.18
2016-09-30 $533k 3.6k 150.14
2016-06-30 $527k 3.6k 148.45
2016-03-31 $499k 3.6k 140.56
2015-12-31 $533k 3.6k 150.14
2015-09-30 $497k 3.6k 140.00
2015-06-30 $563k 3.6k 158.59
2015-03-31 $548k 3.6k 154.37
2014-12-31 $551k 3.8k 144.24

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Spdr S&p Midcap 400 Etf Iv Etf (MDY)

View all positions for Sonata Capital

Top funds holding iShares Dow Jones US Healthcare

Bank of America Corporation
LPL Financial
UBS Group
Northwestern Mutual Wealth Management Company
Royal Bank of Canada
Wells Fargo & Company
Green Harvest Asset Management
Goldman Sachs Group
Bank Of Montreal
Raymond James & Associates
Commonwealth Equity Services
Oakworth Capital
Ameriprise Financial
Advisor Group Holdings
Kestra Advisory Services

View all funds holding iShares Dow Jones US Healthcare