Ancora Advisors’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 | $583K | Hold |
10,321
| – | – | 0.01% | 494 |
|
2025
Q1 | $628K | Hold |
10,321
| – | – | 0.01% | 467 |
|
2024
Q4 | $601K | Hold |
10,321
| – | – | 0.01% | 478 |
|
2024
Q3 | $671K | Hold |
10,321
| – | – | 0.02% | 446 |
|
2024
Q2 | $632K | Hold |
10,321
| – | – | 0.02% | 453 |
|
2024
Q1 | $639K | Buy |
10,321
+6
| +0.1% | +$371 | 0.01% | 458 |
|
2023
Q4 | $591K | Sell |
10,315
-570
| -5% | -$32.6K | 0.01% | 459 |
|
2023
Q3 | $588K | Hold |
10,885
| – | – | 0.02% | 431 |
|
2023
Q2 | $610K | Hold |
10,885
| – | – | 0.02% | 424 |
|
2023
Q1 | $594K | Sell |
10,885
-245
| -2% | -$13.4K | 0.02% | 429 |
|
2022
Q4 | $632K | Buy |
11,130
+850
| +8% | +$48.3K | 0.02% | 427 |
|
2022
Q3 | $520K | Hold |
10,280
| – | – | 0.02% | 478 |
|
2022
Q2 | $553K | Buy |
10,280
+5
| +0% | +$269 | 0.02% | 479 |
|
2022
Q1 | $594K | Buy |
10,275
+5
| +0% | +$289 | 0.01% | 485 |
|
2021
Q4 | $617K | Buy |
10,270
+10
| +0.1% | +$601 | 0.01% | 497 |
|
2021
Q3 | $566K | Hold |
10,260
| – | – | 0.01% | 504 |
|
2021
Q2 | $560K | Buy |
10,260
+10
| +0.1% | +$546 | 0.01% | 506 |
|
2021
Q1 | $518K | Hold |
10,250
| – | – | 0.01% | 507 |
|
2020
Q4 | $504K | Buy |
10,250
+5
| +0% | +$246 | 0.02% | 455 |
|
2020
Q3 | $466K | Buy |
10,245
+5
| +0% | +$227 | 0.02% | 433 |
|
2020
Q2 | $442K | Buy |
10,240
+595
| +6% | +$25.7K | 0.02% | 433 |
|
2020
Q1 | $362K | Hold |
9,645
| – | – | 0.02% | 506 |
|
2019
Q4 | $416K | Buy |
9,645
+15
| +0.2% | +$647 | 0.02% | 522 |
|
2019
Q3 | $364K | Hold |
9,630
| – | – | 0.02% | 500 |
|
2019
Q2 | $376K | Sell |
9,630
-1,995
| -17% | -$77.9K | 0.02% | 470 |
|
2019
Q1 | $451K | Buy |
11,625
+20
| +0.2% | +$776 | 0.02% | 444 |
|
2018
Q4 | $420K | Buy |
11,605
+10
| +0.1% | +$362 | 0.02% | 441 |
|
2018
Q3 | $470K | Buy |
11,595
+5
| +0% | +$203 | 0.02% | 498 |
|
2018
Q2 | $413K | Hold |
11,590
| – | – | 0.02% | 518 |
|
2018
Q1 | $400K | Buy |
11,590
+255
| +2% | +$8.8K | 0.02% | 512 |
|
2017
Q4 | $395K | Sell |
11,335
-240
| -2% | -$8.36K | 0.02% | 479 |
|
2017
Q3 | $398K | Buy |
11,575
+5
| +0% | +$172 | 0.02% | 495 |
|
2017
Q2 | $384K | Sell |
11,570
-550
| -5% | -$18.3K | 0.02% | 470 |
|
2017
Q1 | $377K | Buy |
12,120
+5
| +0% | +$156 | 0.03% | 470 |
|
2016
Q4 | $349K | Buy |
12,115
+2,365
| +24% | +$68.1K | 0.03% | 461 |
|
2016
Q3 | $293K | Buy |
+9,750
| New | +$293K | 0.03% | 419 |
|
2015
Q3 | – | Sell |
-7,000
| Closed | -$222K | – | 510 |
|
2015
Q2 | $222K | Buy |
+7,000
| New | +$222K | 0.03% | 446 |
|
2015
Q1 | – | Sell |
-7,000
| Closed | -$202K | – | 444 |
|
2014
Q4 | $202K | Buy |
+7,000
| New | +$202K | 0.02% | 447 |
|