Apriem 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-20,143
| Closed | -$1.25M | – | 179 |
|
|
2024
Q1 | $1.25M | Sell |
20,143
-2
| -0% | -$124 | 0.16% | 70 |
|
|
2023
Q4 | $1.15M | Hold |
20,145
| – | – | 0.15% | 68 |
|
|
2023
Q3 | $1.09M | Sell |
20,145
-5
| -0% | -$270 | 0.16% | 68 |
|
|
2023
Q2 | $1.13M | Hold |
20,150
| – | – | 0.17% | 68 |
|
|
2023
Q1 | $1.1M | Hold |
20,150
| – | – | 0.18% | 65 |
|
|
2022
Q4 | $1.14M | Sell |
20,150
-60
| -0.3% | -$3.41K | 0.2% | 57 |
|
|
2022
Q3 | $1.02M | Hold |
20,210
| – | – | 0.18% | 59 |
|
|
2022
Q2 | $1.09M | Sell |
20,210
-750
| -4% | -$40.3K | 0.19% | 56 |
|
|
2022
Q1 | $1.21M | Buy |
20,960
+860
| +4% | +$49.7K | 0.18% | 58 |
|
|
2021
Q4 | $1.21M | Buy |
20,100
+100
| +0.5% | +$6.01K | 0.17% | 58 |
|
|
2021
Q3 | $1.1M | Hold |
20,000
| – | – | 0.16% | 61 |
|
|
2021
Q2 | $1.09M | Hold |
20,000
| – | – | 0.16% | 60 |
|
|
2021
Q1 | $1.01M | Buy |
+20,000
| New | +$1.01M | 0.16% | 62 |
|
|
2020
Q4 | – | Sell |
-20,000
| Closed | -$909K | – | 134 |
|
|
2020
Q3 | $909K | Sell |
20,000
-3,185
| -14% | -$145K | 0.17% | 55 |
|
|
2020
Q2 | $1M | Sell |
23,185
-200
| -0.9% | -$8.63K | 0.21% | 54 |
|
|
2020
Q1 | $878K | Sell |
23,385
-1,250
| -5% | -$46.9K | 0.21% | 54 |
|
|
2019
Q4 | $1.06M | Sell |
24,635
-3,075
| -11% | -$133K | 0.2% | 51 |
|
|
2019
Q3 | $1.05M | Buy |
27,710
+50
| +0.2% | +$1.89K | 0.23% | 53 |
|
|
2019
Q2 | $1.08M | Sell |
27,660
-1,400
| -5% | -$54.7K | 0.34% | 50 |
|
|
2019
Q1 | $1.13M | Buy |
29,060
+175
| +0.6% | +$6.78K | 0.3% | 45 |
|
|
2018
Q4 | $1.05M | Sell |
28,885
-750
| -3% | -$27.1K | 0.37% | 48 |
|
|
2018
Q3 | $1.2M | Hold |
29,635
| – | – | 0.26% | 49 |
|
|
2018
Q2 | $1.06M | Buy |
29,635
+20,125
| +212% | +$717K | 0.24% | 53 |
|
|
2018
Q1 | $328K | Sell |
9,510
-1,200
| -11% | -$41.4K | 0.08% | 90 |
|
|
2017
Q4 | $373K | Hold |
10,710
| – | – | 0.09% | 84 |
|
|
2017
Q3 | $368K | Buy |
10,710
+500
| +5% | +$17.2K | 0.09% | 92 |
|
|
2017
Q2 | $340K | Buy |
10,210
+750
| +8% | +$25K | 0.09% | 90 |
|
|
2017
Q1 | $295K | Buy |
9,460
+610
| +7% | +$19K | 0.08% | 99 |
|
|
2016
Q4 | $255K | Buy |
8,850
+1,500
| +20% | +$43.2K | 0.08% | 102 |
|
|
2016
Q3 | $221K | Hold |
7,350
| – | – | 0.07% | 109 |
|
|
2016
Q2 | $218K | Hold |
7,350
| – | – | 0.07% | 111 |
|
|
2016
Q1 | $207K | Buy |
7,350
+1,125
| +18% | +$31.7K | 0.08% | 94 |
|
|
2015
Q4 | $187K | Hold |
6,225
| – | – | 0.07% | 95 |
|
|
2015
Q3 | $174K | Sell |
6,225
-3,625
| -37% | -$101K | 0.06% | 101 |
|
|
2015
Q2 | $313K | Sell |
9,850
-785
| -7% | -$24.9K | 0.11% | 79 |
|
|
2015
Q1 | $328K | Sell |
10,635
-1,340
| -11% | -$41.3K | 0.11% | 76 |
|
|
2014
Q4 | $345K | Hold |
11,975
| – | – | 0.13% | 71 |
|
|
2014
Q3 | $322K | Hold |
11,975
| – | – | 0.12% | 79 |
|
|
2014
Q2 | $307K | Sell |
11,975
-875
| -7% | -$22.4K | 0.12% | 93 |
|
|
2014
Q1 | $316K | Hold |
12,850
| – | – | 0.12% | 93 |
|
|
2013
Q4 | $299K | Hold |
12,850
| – | – | 0.12% | 89 |
|
|
2013
Q3 | $275K | Hold |
12,850
| – | – | 0.12% | 86 |
|
|
2013
Q2 | $257K | Buy |
+12,850
| New | +$257K | 0.13% | 88 |
|