Apexium Financial’s iShares US Healthcare ETF IYH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$886K Buy
15,085
+174
+1% +$9.91K 0.04% 141
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% -$3.31K 0.05% 114
2023
Q4
$655K Hold
11,445
0.05% 157
2023
Q3
$621K Sell
11,445
-625
-5% -$34.9K 0.06% 117
2023
Q2
$677K Sell
12,070
-475
-4% -$26.4K 0.06% 115
2023
Q1
$685K Sell
12,545
-635
-5% -$34.8K 0.07% 111
2022
Q4
$748K Buy
13,180
+10
+0.1% +$552 0.08% 97
2022
Q3
$666K Buy
+13,170
New +$711K 0.08% 98
2020
Q2
Sell
-6,450
Closed -$242K 78
2020
Q1
$242K Buy
+6,450
New +$265K 0.32% 44

Other funds holding IYH