Asset Dedication LLC’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 | $18.6K | Hold |
330
| – | – | ﹤0.01% | 711 |
|
|
2025
Q1 | $20.1K | Hold |
330
| – | – | ﹤0.01% | 647 |
|
|
2024
Q4 | $19.2K | Hold |
330
| – | – | ﹤0.01% | 656 |
|
|
2024
Q3 | $21.5K | Hold |
330
| – | – | ﹤0.01% | 674 |
|
|
2024
Q2 | $20.2K | Hold |
330
| – | – | ﹤0.01% | 674 |
|
|
2024
Q1 | $20K | Hold |
330
| – | – | ﹤0.01% | 595 |
|
|
2023
Q4 | $19K | Hold |
330
| – | – | ﹤0.01% | 584 |
|
|
2023
Q3 | $18K | Hold |
330
| – | – | ﹤0.01% | 588 |
|
|
2023
Q2 | $18K | Hold |
330
| – | – | ﹤0.01% | 576 |
|
|
2023
Q1 | $18K | Hold |
330
| – | – | ﹤0.01% | 571 |
|
|
2022
Q4 | $19K | Hold |
330
| – | – | ﹤0.01% | 561 |
|
|
2022
Q3 | $17K | Buy |
+330
| New | +$17K | ﹤0.01% | 546 |
|
|
2022
Q2 | – | Sell |
-330
| Closed | -$19K | – | 744 |
|
|
2022
Q1 | $19K | Hold |
330
| – | – | ﹤0.01% | 565 |
|
|
2021
Q4 | $20K | Hold |
330
| – | – | ﹤0.01% | 539 |
|
|
2021
Q3 | $18K | Buy |
330
+215
| +187% | +$11.7K | ﹤0.01% | 580 |
|
|
2021
Q2 | $6K | Hold |
115
| – | – | ﹤0.01% | 693 |
|
|
2021
Q1 | $6K | Hold |
115
| – | – | ﹤0.01% | 542 |
|
|
2020
Q4 | $6K | Hold |
115
| – | – | ﹤0.01% | 616 |
|
|
2020
Q3 | $5K | Hold |
115
| – | – | ﹤0.01% | 597 |
|
|
2020
Q2 | $5K | Hold |
115
| – | – | ﹤0.01% | 529 |
|
|
2020
Q1 | $4K | Hold |
115
| – | – | ﹤0.01% | 531 |
|
|
2019
Q4 | $5K | Hold |
115
| – | – | ﹤0.01% | 540 |
|
|
2019
Q3 | $4K | Hold |
115
| – | – | ﹤0.01% | 523 |
|
|
2019
Q2 | $4K | Buy |
+115
| New | +$4K | ﹤0.01% | 506 |
|
|
2019
Q1 | – | Sell |
-250
| Closed | -$9K | – | 632 |
|
|
2018
Q4 | $9K | Hold |
250
| – | – | ﹤0.01% | 434 |
|
|
2018
Q3 | $10K | Hold |
250
| – | – | ﹤0.01% | 441 |
|
|
2018
Q2 | $9K | Hold |
250
| – | – | ﹤0.01% | 456 |
|
|
2018
Q1 | $9K | Buy |
+250
| New | +$9K | ﹤0.01% | 390 |
|
|
2016
Q4 | – | Sell |
-395
| Closed | -$12K | – | 405 |
|
|
2016
Q3 | $12K | Buy |
+395
| New | +$12K | 0.01% | 292 |
|
|
2016
Q1 | – | Sell |
-395
| Closed | -$12K | – | 529 |
|
|
2015
Q4 | $12K | Buy |
+395
| New | +$12K | 0.01% | 375 |
|