Allworth Financial’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 | $197K | Sell |
3,481
-1
| -0% | -$56 | ﹤0.01% | 1177 |
|
|
2025
Q1 | $200K | Buy |
3,482
+167
| +5% | +$9.57K | ﹤0.01% | 946 |
|
|
2024
Q4 | $200K | Sell |
3,315
-929
| -22% | -$55.9K | ﹤0.01% | 946 |
|
|
2024
Q3 | $276K | Buy |
4,244
+2
| +0% | +$130 | ﹤0.01% | 722 |
|
|
2024
Q2 | $264K | Buy |
4,242
+1
| +0% | +$62 | ﹤0.01% | 729 |
|
|
2024
Q1 | $263K | Buy |
4,241
+216
| +5% | +$13.4K | ﹤0.01% | 705 |
|
|
2023
Q4 | $230K | Sell |
4,025
-220
| -5% | -$12.6K | ﹤0.01% | 693 |
|
|
2023
Q3 | $229K | Sell |
4,245
-1,500
| -26% | -$81K | ﹤0.01% | 656 |
|
|
2023
Q2 | $322K | Sell |
5,745
-490
| -8% | -$27.5K | ﹤0.01% | 593 |
|
|
2023
Q1 | $340K | Buy |
6,235
+2,280
| +58% | +$125K | ﹤0.01% | 547 |
|
|
2022
Q4 | $224K | Sell |
3,955
-835
| -17% | -$47.4K | ﹤0.01% | 607 |
|
|
2022
Q3 | $242K | Sell |
4,790
-575
| -11% | -$29.1K | ﹤0.01% | 552 |
|
|
2022
Q2 | $289K | Buy |
5,365
+260
| +5% | +$14K | ﹤0.01% | 492 |
|
|
2022
Q1 | $295K | Buy |
5,105
+25
| +0.5% | +$1.45K | ﹤0.01% | 476 |
|
|
2021
Q4 | $305K | Hold |
5,080
| – | – | ﹤0.01% | 450 |
|
|
2021
Q3 | $280K | Buy |
5,080
+4,230
| +498% | +$233K | ﹤0.01% | 411 |
|
|
2021
Q2 | $46K | Buy |
850
+800
| +1,600% | +$43.3K | ﹤0.01% | 642 |
|
|
2021
Q1 | $3K | Hold |
50
| – | – | ﹤0.01% | 1236 |
|
|
2020
Q4 | $2K | Hold |
50
| – | – | ﹤0.01% | 1165 |
|
|
2020
Q3 | $2K | Hold |
50
| – | – | ﹤0.01% | 994 |
|
|
2020
Q2 | $2K | Sell |
50
-100
| -67% | -$4K | ﹤0.01% | 1016 |
|
|
2020
Q1 | $6K | Hold |
150
| – | – | ﹤0.01% | 827 |
|
|
2019
Q4 | $7K | Buy |
150
+50
| +50% | +$2.33K | ﹤0.01% | 708 |
|
|
2019
Q3 | $4K | Sell |
100
-225
| -69% | -$9K | ﹤0.01% | 718 |
|
|
2019
Q2 | $13K | Hold |
325
| – | – | ﹤0.01% | 531 |
|
|
2019
Q1 | $13K | Buy |
+325
| New | +$13K | ﹤0.01% | 530 |
|
|
2016
Q2 | – | Sell |
-500
| Closed | -$14K | – | 656 |
|
|
2016
Q1 | $14K | Buy |
+500
| New | +$14K | ﹤0.01% | 354 |
|