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