Apexium 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 | $842K | Buy |
14,911
+3,521
| +31% | +$199K | 0.04% | 139 |
|
|
2025
Q1 | $694K | Hold |
11,390
| – | – | 0.04% | 148 |
|
|
2024
Q4 | $664K | Hold |
11,390
| – | – | 0.04% | 140 |
|
|
2024
Q3 | $740K | Hold |
11,390
| – | – | 0.05% | 113 |
|
|
2024
Q2 | $698K | Hold |
11,390
| – | – | 0.05% | 111 |
|
|
2024
Q1 | $705K | Sell |
11,390
-55
| -0.5% | -$3.41K | 0.05% | 114 |
|
|
2023
Q4 | $655K | Hold |
11,445
| – | – | 0.05% | 157 |
|
|
2023
Q3 | $621K | Sell |
11,445
-625
| -5% | -$33.9K | 0.06% | 117 |
|
|
2023
Q2 | $677K | Sell |
12,070
-475
| -4% | -$26.6K | 0.06% | 115 |
|
|
2023
Q1 | $685K | Sell |
12,545
-635
| -5% | -$34.7K | 0.07% | 111 |
|
|
2022
Q4 | $748K | Buy |
13,180
+10
| +0.1% | +$567 | 0.08% | 97 |
|
|
2022
Q3 | $666K | Buy |
+13,170
| New | +$666K | 0.08% | 98 |
|
|
2020
Q2 | – | Sell |
-6,450
| Closed | -$242K | – | 78 |
|
|
2020
Q1 | $242K | Buy |
+6,450
| New | +$242K | 0.32% | 44 |
|