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