Arkadios Wealth 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 | $1.29M | Buy |
22,756
+1,922
| +9% | +$109K | 0.04% | 470 |
|
|
2025
Q1 | $1.27M | Buy |
20,834
+4,487
| +27% | +$273K | 0.05% | 391 |
|
|
2024
Q4 | $953K | Sell |
16,347
-83
| -0.5% | -$4.84K | 0.05% | 346 |
|
|
2024
Q3 | $1.07M | Sell |
16,430
-652
| -4% | -$42.4K | 0.06% | 306 |
|
|
2024
Q2 | $1.05M | Buy |
17,082
+6,282
| +58% | +$385K | 0.07% | 272 |
|
|
2024
Q1 | $669K | Buy |
10,800
+5
| +0% | +$310 | 0.05% | 324 |
|
|
2023
Q4 | $618K | Sell |
10,795
-400
| -4% | -$22.9K | 0.05% | 319 |
|
|
2023
Q3 | $605K | Sell |
11,195
-310
| -3% | -$16.7K | 0.06% | 292 |
|
|
2023
Q2 | $645K | Buy |
11,505
+100
| +0.9% | +$5.61K | 0.08% | 254 |
|
|
2023
Q1 | $623K | Buy |
11,405
+15
| +0.1% | +$819 | 0.07% | 262 |
|
|
2022
Q4 | $646K | Buy |
11,390
+705
| +7% | +$40K | 0.09% | 244 |
|
|
2022
Q3 | $541K | Buy |
10,685
+320
| +3% | +$16.2K | 0.08% | 255 |
|
|
2022
Q2 | $558K | Buy |
10,365
+830
| +9% | +$44.7K | 0.08% | 257 |
|
|
2022
Q1 | $551K | Buy |
9,535
+4,380
| +85% | +$253K | 0.07% | 290 |
|
|
2021
Q4 | $310K | Buy |
5,155
+1,010
| +24% | +$60.7K | 0.04% | 437 |
|
|
2021
Q3 | $228K | Buy |
4,145
+15
| +0.4% | +$825 | 0.03% | 474 |
|
|
2021
Q2 | $225K | Buy |
4,130
+265
| +7% | +$14.4K | 0.03% | 505 |
|
|
2021
Q1 | $195K | Sell |
3,865
-3,745
| -49% | -$189K | 0.03% | 418 |
|
|
2020
Q4 | $374K | Sell |
7,610
-55
| -0.7% | -$2.7K | 0.08% | 227 |
|
|
2020
Q3 | $358K | Buy |
7,665
+40
| +0.5% | +$1.87K | 0.18% | 124 |
|
|
2020
Q2 | $339K | Buy |
7,625
+3,180
| +72% | +$142K | 0.19% | 120 |
|
|
2020
Q1 | $167K | Sell |
4,445
-780
| -15% | -$29.3K | 0.11% | 166 |
|
|
2019
Q4 | $230K | Buy |
+5,225
| New | +$230K | 0.14% | 137 |
|