AE Wealth 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 | $72.2K | Sell |
1,278
-70
| -5% | -$3.95K | ﹤0.01% | 1553 |
|
|
2025
Q1 | $82.1K | Sell |
1,348
-12
| -0.9% | -$731 | ﹤0.01% | 1495 |
|
|
2024
Q4 | $79.3K | Buy |
+1,360
| New | +$79.3K | ﹤0.01% | 1480 |
|
|
2024
Q1 | – | Sell |
-95,110
| Closed | -$5.56M | – | 1582 |
|
|
2023
Q4 | $5.56M | Sell |
95,110
-17,065
| -15% | -$997K | 0.03% | 561 |
|
|
2023
Q3 | $6.06M | Buy |
112,175
+8,765
| +8% | +$473K | 0.04% | 496 |
|
|
2023
Q2 | $5.8M | Sell |
103,410
-7,120
| -6% | -$399K | 0.03% | 498 |
|
|
2023
Q1 | $6.04M | Buy |
110,530
+5,280
| +5% | +$288K | 0.04% | 458 |
|
|
2022
Q4 | $5.97M | Buy |
105,250
+1,350
| +1% | +$76.6K | 0.04% | 432 |
|
|
2022
Q3 | $5.26M | Buy |
103,900
+82,855
| +394% | +$4.19M | 0.04% | 420 |
|
|
2022
Q2 | $1.13M | Sell |
21,045
-10,525
| -33% | -$566K | 0.01% | 843 |
|
|
2022
Q1 | $1.82M | Sell |
31,570
-475
| -1% | -$27.4K | 0.01% | 723 |
|
|
2021
Q4 | $1.93M | Buy |
32,045
+14,215
| +80% | +$854K | 0.01% | 711 |
|
|
2021
Q3 | $984K | Buy |
17,830
+310
| +2% | +$17.1K | 0.01% | 872 |
|
|
2021
Q2 | $956K | Sell |
17,520
-35
| -0.2% | -$1.91K | 0.01% | 858 |
|
|
2021
Q1 | $886K | Buy |
17,555
+1,545
| +10% | +$78K | 0.01% | 812 |
|
|
2020
Q4 | $787K | Sell |
16,010
-235
| -1% | -$11.6K | 0.01% | 789 |
|
|
2020
Q3 | $738K | Buy |
16,245
+1,130
| +7% | +$51.3K | 0.01% | 723 |
|
|
2020
Q2 | $652K | Buy |
+15,115
| New | +$652K | 0.01% | 759 |
|