Apollon 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 | $314K | Buy |
5,565
+1
| +0% | +$56 | 0.01% | 997 |
|
|
2025
Q1 | $339K | Sell |
5,564
-1,240
| -18% | -$75.5K | 0.01% | 910 |
|
|
2024
Q4 | $396K | Sell |
6,804
-144
| -2% | -$8.39K | 0.01% | 838 |
|
|
2024
Q3 | $452K | Buy |
6,948
+46
| +0.7% | +$2.99K | 0.01% | 760 |
|
|
2024
Q2 | $423K | Sell |
6,902
-349
| -5% | -$21.4K | 0.01% | 745 |
|
|
2024
Q1 | $449K | Buy |
7,251
+2,581
| +55% | +$160K | 0.01% | 734 |
|
|
2023
Q4 | $267K | Sell |
4,670
-5
| -0.1% | -$286 | 0.01% | 886 |
|
|
2023
Q3 | $252K | Sell |
4,675
-975
| -17% | -$52.7K | 0.01% | 757 |
|
|
2023
Q2 | $317K | Buy |
+5,650
| New | +$317K | 0.02% | 733 |
|
|
2023
Q1 | – | Sell |
-4,055
| Closed | -$230K | – | 894 |
|
|
2022
Q4 | $230K | Sell |
4,055
-360
| -8% | -$20.4K | 0.02% | 745 |
|
|
2022
Q3 | $223K | Hold |
4,415
| – | – | 0.02% | 695 |
|
|
2022
Q2 | $237K | Hold |
4,415
| – | – | 0.02% | 635 |
|
|
2022
Q1 | $255K | Sell |
4,415
-1,250
| -22% | -$72.2K | 0.02% | 626 |
|
|
2021
Q4 | $340K | Buy |
+5,665
| New | +$340K | 0.03% | 555 |
|
|
2020
Q3 | – | Sell |
-1,995
| Closed | -$86K | – | 428 |
|
|
2020
Q2 | $86K | Buy |
+1,995
| New | +$86K | 0.05% | 184 |
|