Avantax Advisory Services’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 | $825K | Sell |
14,613
-1,002
| -6% | -$56.6K | ﹤0.01% | 1282 |
|
|
2025
Q1 | $951K | Buy |
15,615
+1,226
| +9% | +$74.6K | 0.01% | 1117 |
|
|
2024
Q4 | $838K | Sell |
14,389
-2,921
| -17% | -$170K | 0.01% | 1125 |
|
|
2024
Q3 | $1.13M | Sell |
17,310
-10,382
| -37% | -$675K | 0.01% | 959 |
|
|
2024
Q2 | $1.7M | Sell |
27,692
-8,020
| -22% | -$491K | 0.01% | 728 |
|
|
2024
Q1 | $2.21M | Buy |
35,712
+277
| +0.8% | +$17.1K | 0.02% | 518 |
|
|
2023
Q4 | $2.03M | Sell |
35,435
-3,210
| -8% | -$184K | 0.02% | 494 |
|
|
2023
Q3 | $2.09M | Sell |
38,645
-1,800
| -4% | -$97.2K | 0.02% | 447 |
|
|
2023
Q2 | $2.27M | Buy |
40,445
+1,915
| +5% | +$107K | 0.03% | 419 |
|
|
2023
Q1 | $2.1M | Sell |
38,530
-16,675
| -30% | -$911K | 0.03% | 432 |
|
|
2022
Q4 | $3.13M | Buy |
55,205
+24,050
| +77% | +$1.36M | 0.04% | 326 |
|
|
2022
Q3 | $1.58M | Buy |
31,155
+1,900
| +6% | +$96.1K | 0.02% | 431 |
|
|
2022
Q2 | $1.57M | Sell |
29,255
-4,045
| -12% | -$217K | 0.02% | 437 |
|
|
2022
Q1 | $1.92M | Sell |
33,300
-510
| -2% | -$29.4K | 0.03% | 385 |
|
|
2021
Q4 | $2.03M | Buy |
33,810
+500
| +2% | +$30K | 0.03% | 366 |
|
|
2021
Q3 | $1.84M | Buy |
33,310
+2,640
| +9% | +$146K | 0.03% | 353 |
|
|
2021
Q2 | $1.68M | Sell |
30,670
-40
| -0.1% | -$2.19K | 0.03% | 371 |
|
|
2021
Q1 | $1.56M | Buy |
30,710
+1,285
| +4% | +$65.3K | 0.03% | 341 |
|
|
2020
Q4 | $1.44M | Sell |
29,425
-35,515
| -55% | -$1.74M | 0.03% | 326 |
|
|
2020
Q3 | $2.95M | Buy |
64,940
+40,715
| +168% | +$1.85M | 0.05% | 284 |
|
|
2020
Q2 | $1.05M | Buy |
24,225
+2,400
| +11% | +$104K | 0.03% | 333 |
|
|
2020
Q1 | $822K | Buy |
21,825
+1,290
| +6% | +$48.6K | 0.02% | 336 |
|
|
2019
Q4 | $885K | Buy |
20,535
+7,585
| +59% | +$327K | 0.02% | 360 |
|
|
2019
Q3 | $491K | Buy |
12,950
+610
| +5% | +$23.1K | 0.02% | 324 |
|
|
2019
Q2 | $482K | Buy |
12,340
+1,300
| +12% | +$50.8K | 0.02% | 301 |
|
|
2019
Q1 | $428K | Buy |
11,040
+2,120
| +24% | +$82.2K | 0.02% | 292 |
|
|
2018
Q4 | $325K | Buy |
+8,920
| New | +$325K | 0.05% | 286 |
|