B. Riley 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 | $264K | Buy |
+4,674
| New | +$264K | 0.01% | 746 |
|
|
2024
Q4 | $600K | Buy |
10,289
+40
| +0.4% | +$2.33K | 0.02% | 627 |
|
|
2024
Q3 | $660K | Sell |
10,249
-840
| -8% | -$54.1K | 0.02% | 640 |
|
|
2024
Q2 | $679K | Buy |
11,089
+8,749
| +374% | +$536K | 0.02% | 685 |
|
|
2024
Q1 | $635K | Sell |
2,340
-8,930
| -79% | -$2.42M | 0.02% | 683 |
|
|
2023
Q4 | $645K | Sell |
11,270
-430
| -4% | -$24.6K | 0.02% | 692 |
|
|
2023
Q3 | $635K | Buy |
11,700
+235
| +2% | +$12.7K | 0.02% | 683 |
|
|
2023
Q2 | $643K | Buy |
11,465
+665
| +6% | +$37.3K | 0.01% | 746 |
|
|
2023
Q1 | $590K | Buy |
10,800
+185
| +2% | +$10.1K | 0.02% | 737 |
|
|
2022
Q4 | $602K | Buy |
10,615
+35
| +0.3% | +$1.99K | 0.02% | 714 |
|
|
2022
Q3 | $536K | Buy |
10,580
+5,580
| +112% | +$283K | 0.02% | 725 |
|
|
2022
Q2 | $269K | Sell |
5,000
-50
| -1% | -$2.69K | 0.01% | 924 |
|
|
2022
Q1 | $292K | Sell |
5,050
-2,780
| -36% | -$161K | 0.01% | 1026 |
|
|
2021
Q4 | $471K | Buy |
7,830
+55
| +0.7% | +$3.31K | 0.01% | 841 |
|
|
2021
Q3 | $429K | Sell |
7,775
-75
| -1% | -$4.14K | 0.01% | 856 |
|
|
2021
Q2 | $429K | Buy |
7,850
+35
| +0.4% | +$1.91K | 0.01% | 845 |
|
|
2021
Q1 | $395K | Buy |
+7,815
| New | +$395K | 0.01% | 848 |
|
|
2015
Q1 | – | Sell |
-18,940
| Closed | -$546 | – | 1281 |
|
|
2014
Q4 | $546 | Buy |
18,940
+1,005
| +6% | +$29 | 0.01% | 890 |
|
|
2014
Q3 | $482K | Buy |
17,935
+11,675
| +187% | +$314K | 0.13% | 214 |
|
|
2014
Q2 | $161K | Buy |
+6,260
| New | +$161K | 0.04% | 527 |
|