Atria Wealth Solutions’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 | – | Sell |
-3,298
| Closed | -$201K | – | 1699 |
|
2025
Q1 | $201K | Sell |
3,298
-1,455
| -31% | -$88.6K | ﹤0.01% | 1709 |
|
2024
Q4 | $277K | Sell |
4,753
-25,344
| -84% | -$1.48M | ﹤0.01% | 1585 |
|
2024
Q3 | $1.96M | Sell |
30,097
-1,574
| -5% | -$102K | 0.02% | 642 |
|
2024
Q2 | $1.94M | Sell |
31,671
-8,265
| -21% | -$506K | 0.02% | 629 |
|
2024
Q1 | $2.47M | Buy |
39,936
+2,911
| +8% | +$180K | 0.03% | 568 |
|
2023
Q4 | $2.12M | Sell |
37,025
-9,980
| -21% | -$571K | 0.03% | 581 |
|
2023
Q3 | $2.55M | Sell |
47,005
-520
| -1% | -$28.2K | 0.04% | 485 |
|
2023
Q2 | $2.66M | Sell |
47,525
-2,475
| -5% | -$139K | 0.04% | 476 |
|
2023
Q1 | $2.73M | Sell |
50,000
-1,555
| -3% | -$84.9K | 0.04% | 437 |
|
2022
Q4 | $2.93M | Buy |
51,555
+2,805
| +6% | +$159K | 0.05% | 389 |
|
2022
Q3 | $2.47M | Buy |
48,750
+8,140
| +20% | +$412K | 0.04% | 406 |
|
2022
Q2 | $2.19M | Buy |
40,610
+2,440
| +6% | +$131K | 0.04% | 397 |
|
2022
Q1 | $2.21M | Buy |
+38,170
| New | +$2.21M | 0.04% | 459 |
|