Alterna 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 | $398K | Hold |
7,055
| – | – | 0.32% | 66 |
|
2025
Q1 | $430K | Hold |
7,055
| – | – | 0.33% | 59 |
|
2024
Q4 | $411K | Hold |
7,055
| – | – | 0.35% | 59 |
|
2024
Q3 | $459K | Hold |
7,055
| – | – | 0.41% | 55 |
|
2024
Q2 | $432K | Hold |
7,055
| – | – | 0.38% | 64 |
|
2024
Q1 | $437K | Hold |
7,055
| – | – | 0.35% | 56 |
|
2023
Q4 | $404K | Hold |
7,055
| – | – | 0.49% | 51 |
|
2023
Q3 | $381K | Hold |
7,055
| – | – | 0.49% | 53 |
|
2023
Q2 | $395K | Hold |
7,055
| – | – | 0.46% | 47 |
|
2023
Q1 | $385K | Sell |
7,055
-1,210
| -15% | -$66.1K | 0.48% | 52 |
|
2022
Q4 | $469K | Hold |
8,265
| – | – | 0.53% | 42 |
|
2022
Q3 | $418K | Hold |
8,265
| – | – | 0.5% | 43 |
|
2022
Q2 | $445K | Hold |
8,265
| – | – | 0.45% | 47 |
|
2022
Q1 | $477K | Sell |
8,265
-8,940
| -52% | -$516K | 0.4% | 49 |
|
2021
Q4 | $1.03M | Buy |
+17,205
| New | +$1.03M | 0.86% | 29 |
|
2020
Q4 | $406K | Hold |
8,265
| – | – | 0.51% | 49 |
|
2020
Q3 | $376K | Hold |
8,265
| – | – | 0.55% | 41 |
|
2020
Q2 | $356K | Sell |
8,265
-820
| -9% | -$35.3K | 0.43% | 61 |
|
2020
Q1 | $341K | Buy |
9,085
+235
| +3% | +$8.82K | 0.49% | 47 |
|
2019
Q4 | $382K | Hold |
8,850
| – | – | 0.42% | 52 |
|
2019
Q3 | $335K | Sell |
8,850
-6,350
| -42% | -$240K | 0.4% | 55 |
|
2019
Q2 | $594K | Sell |
15,200
-20,555
| -57% | -$803K | 0.71% | 39 |
|
2019
Q1 | $1.39M | Sell |
35,755
-14,365
| -29% | -$557K | 1.17% | 34 |
|
2018
Q4 | $1.81M | Buy |
+50,120
| New | +$1.81M | 0.3% | 53 |
|