Advisory Resource Group’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
2020
Q3
Sell
-8,575
Closed -$370K 103
2020
Q2
$370K Buy
8,575
+1,485
+21% +$64.1K 0.23% 57
2020
Q1
$266K Sell
7,090
-315
-4% -$11.8K 0.2% 62
2019
Q4
$319K Buy
7,405
+310
+4% +$13.4K 0.18% 58
2019
Q3
$268K Buy
7,095
+50
+0.7% +$1.89K 0.14% 61
2019
Q2
$275K Buy
+7,045
New +$275K 0.15% 59