Aptus Capital 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 | $434K | Sell |
7,678
-50
| -0.6% | -$2.82K | ﹤0.01% | 702 |
|
|
2025
Q1 | $471K | Buy |
7,728
+31
| +0.4% | +$1.89K | ﹤0.01% | 650 |
|
|
2024
Q4 | $449K | Buy |
7,697
+47
| +0.6% | +$2.74K | ﹤0.01% | 658 |
|
|
2024
Q3 | $497K | Buy |
7,650
+3,550
| +87% | +$231K | 0.01% | 538 |
|
|
2024
Q2 | $251K | Sell |
4,100
-3,735
| -48% | -$229K | ﹤0.01% | 662 |
|
|
2024
Q1 | $485K | Buy |
+7,835
| New | +$485K | 0.01% | 514 |
|
|
2023
Q4 | – | Sell |
-3,750
| Closed | -$203K | – | 948 |
|
|
2023
Q3 | $203K | Buy |
3,750
+235
| +7% | +$12.7K | 0.01% | 565 |
|
|
2023
Q2 | $197K | Buy |
3,515
+5
| +0.1% | +$280 | ﹤0.01% | 475 |
|
|
2023
Q1 | $192K | Buy |
+3,510
| New | +$192K | 0.01% | 471 |
|