Acropolis Investment 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
$500K Sell
8,845
-1,165
-12% -$65.8K 0.03% 155
2025
Q1
$610K Sell
10,010
-500
-5% -$30.4K 0.04% 132
2024
Q4
$612K Hold
10,510
0.04% 134
2024
Q3
$683K Sell
10,510
-80
-0.8% -$5.2K 0.04% 122
2024
Q2
$649K Sell
10,590
-525
-5% -$32.2K 0.04% 125
2024
Q1
$688K Hold
11,115
0.05% 121
2023
Q4
$636K Hold
11,115
0.04% 121
2023
Q3
$600K Sell
11,115
-700
-6% -$37.8K 0.05% 122
2023
Q2
$662K Sell
11,815
-1,220
-9% -$68.4K 0.05% 118
2023
Q1
$712K Sell
13,035
-825
-6% -$45.1K 0.06% 110
2022
Q4
$786K Sell
13,860
-625
-4% -$35.5K 0.07% 103
2022
Q3
$733K Hold
14,485
0.07% 101
2022
Q2
$779K Hold
14,485
0.08% 96
2022
Q1
$837K Sell
14,485
-180
-1% -$10.4K 0.08% 99
2021
Q4
$881K Sell
14,665
-2,605
-15% -$156K 0.08% 92
2021
Q3
$948K Buy
17,270
+500
+3% +$27.4K 0.11% 81
2021
Q2
$915K Hold
16,770
0.09% 83
2021
Q1
$847K Sell
16,770
-375
-2% -$18.9K 0.09% 86
2020
Q4
$843K Hold
17,145
0.09% 83
2020
Q3
$779K Sell
17,145
-475
-3% -$21.6K 0.1% 79
2020
Q2
$760K Sell
17,620
-130
-0.7% -$5.61K 0.1% 80
2020
Q1
$667K Sell
17,750
-1,020
-5% -$38.3K 0.1% 71
2019
Q4
$810K Sell
18,770
-325
-2% -$14K 0.11% 75
2019
Q3
$702K Sell
19,095
-75
-0.4% -$2.76K 0.1% 79
2019
Q2
$749K Hold
19,170
0.11% 74
2019
Q1
$743K Sell
19,170
-250
-1% -$9.69K 0.12% 74
2018
Q4
$702K Hold
19,420
0.12% 72
2018
Q3
$788K Sell
19,420
-175
-0.9% -$7.1K 0.13% 67
2018
Q2
$698K Sell
19,595
-325
-2% -$11.6K 0.11% 70
2018
Q1
$688K Sell
19,920
-3,750
-16% -$130K 0.11% 83
2017
Q4
$825K Sell
23,670
-300
-1% -$10.5K 0.13% 69
2017
Q3
$824K Hold
23,970
0.13% 66
2017
Q2
$797K Sell
23,970
-1,560
-6% -$51.9K 0.13% 69
2017
Q1
$795K Sell
25,530
-150
-0.6% -$4.67K 0.14% 71
2016
Q4
$740K Sell
25,680
-2,565
-9% -$73.9K 0.14% 74
2016
Q3
$849K Sell
28,245
-1,585
-5% -$47.6K 0.16% 70
2016
Q2
$885K Sell
29,830
-350
-1% -$10.4K 0.17% 66
2016
Q1
$848K Sell
30,180
-365
-1% -$10.3K 0.16% 68
2015
Q4
$916K Sell
30,545
-2,650
-8% -$79.5K 0.18% 64
2015
Q3
$929K Sell
33,195
-3,710
-10% -$104K 0.19% 60
2015
Q2
$1.17M Sell
36,905
-2,400
-6% -$76.2K 0.23% 54
2015
Q1
$1.21M Sell
39,305
-1,525
-4% -$47.1K 0.23% 57
2014
Q4
$1.18M Sell
40,830
-1,650
-4% -$47.6K 0.23% 56
2014
Q3
$1.14M Sell
42,480
-6,050
-12% -$163K 0.23% 58
2014
Q2
$1.24M Sell
48,530
-10,925
-18% -$280K 0.25% 54
2014
Q1
$1.46M Sell
59,455
-18,600
-24% -$458K 0.3% 48
2013
Q4
$1.82M Sell
78,055
-4,225
-5% -$98.5K 0.39% 40
2013
Q3
$1.76M Sell
82,280
-13,210
-14% -$282K 0.37% 43
2013
Q2
$1.91M Buy
+95,490
New +$1.91M 0.41% 41