AFT Forsyth & Company’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 | $894K | Sell |
15,833
-147
| -0.9% | -$8.3K | 0.46% | 45 |
|
|
2025
Q1 | $973K | Buy |
15,980
+89
| +0.6% | +$5.42K | 0.52% | 43 |
|
|
2024
Q4 | $926K | Sell |
15,891
-330
| -2% | -$19.2K | 0.45% | 47 |
|
|
2024
Q3 | $1.05M | Sell |
16,221
-2
| -0% | -$130 | 0.52% | 42 |
|
|
2024
Q2 | $994K | Buy |
16,223
+337
| +2% | +$20.6K | 0.49% | 47 |
|
|
2024
Q1 | $983K | Sell |
15,886
-464
| -3% | -$28.7K | 0.56% | 46 |
|
|
2023
Q4 | $936K | Sell |
16,350
-1,300
| -7% | -$74.4K | 0.59% | 43 |
|
|
2023
Q3 | $953K | Buy |
17,650
+170
| +1% | +$9.18K | 0.7% | 42 |
|
|
2023
Q2 | $980K | Sell |
17,480
-650
| -4% | -$36.4K | 0.69% | 40 |
|
|
2023
Q1 | $990K | Buy |
18,130
+165
| +0.9% | +$9.01K | 0.76% | 40 |
|
|
2022
Q4 | $1.02M | Buy |
17,965
+785
| +5% | +$44.5K | 0.87% | 34 |
|
|
2022
Q3 | $869K | Hold |
17,180
| – | – | 0.78% | 39 |
|
|
2022
Q2 | $924K | Buy |
17,180
+30
| +0.2% | +$1.61K | 0.75% | 40 |
|
|
2022
Q1 | $991K | Buy |
17,150
+1,685
| +11% | +$97.4K | 0.63% | 44 |
|
|
2021
Q4 | $929K | Buy |
15,465
+1,655
| +12% | +$99.4K | 0.48% | 62 |
|
|
2021
Q3 | $762K | Buy |
13,810
+415
| +3% | +$22.9K | 0.41% | 76 |
|
|
2021
Q2 | $731K | Buy |
13,395
+745
| +6% | +$40.7K | 0.39% | 86 |
|
|
2021
Q1 | $639K | Buy |
12,650
+675
| +6% | +$34.1K | 0.38% | 92 |
|
|
2020
Q4 | $589K | Buy |
11,975
+110
| +0.9% | +$5.41K | 0.37% | 90 |
|
|
2020
Q3 | $539K | Buy |
11,865
+540
| +5% | +$24.5K | 0.4% | 77 |
|
|
2020
Q2 | $489K | Buy |
11,325
+220
| +2% | +$9.5K | 0.41% | 74 |
|
|
2020
Q1 | $417K | Buy |
11,105
+75
| +0.7% | +$2.82K | 0.42% | 83 |
|
|
2019
Q4 | $476K | Buy |
11,030
+395
| +4% | +$17K | 0.36% | 91 |
|
|
2019
Q3 | $402K | Buy |
10,635
+550
| +5% | +$20.8K | 0.33% | 98 |
|
|
2019
Q2 | $394K | Buy |
10,085
+850
| +9% | +$33.2K | 0.32% | 98 |
|
|
2019
Q1 | $358K | Buy |
9,235
+885
| +11% | +$34.3K | 0.31% | 97 |
|
|
2018
Q4 | $302K | Buy |
8,350
+250
| +3% | +$9.04K | 0.3% | 105 |
|
|
2018
Q3 | $329K | Buy |
8,100
+275
| +4% | +$11.2K | 0.27% | 113 |
|
|
2018
Q2 | $279K | Buy |
7,825
+1,340
| +21% | +$47.8K | 0.24% | 118 |
|
|
2018
Q1 | $224K | Hold |
6,485
| – | – | 0.21% | 125 |
|
|
2017
Q4 | $226K | Buy |
+6,485
| New | +$226K | 0.22% | 121 |
|