Bank Julius Baer & Co’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 | $223K | Buy |
3,950
+455
| +13% | +$25.7K | ﹤0.01% | 438 |
|
|
2025
Q1 | $241K | Sell |
3,495
-84
| -2% | -$5.78K | ﹤0.01% | 413 |
|
|
2024
Q4 | $230K | Buy |
3,579
+247
| +7% | +$15.9K | ﹤0.01% | 411 |
|
|
2024
Q3 | $257K | Sell |
3,332
-217
| -6% | -$16.7K | ﹤0.01% | 379 |
|
|
2024
Q2 | $242K | Sell |
3,549
-401
| -10% | -$27.3K | ﹤0.01% | 335 |
|
|
2024
Q1 | $245K | Hold |
3,950
| – | – | ﹤0.01% | 380 |
|
|
2023
Q4 | $226K | Sell |
3,950
-50
| -1% | -$2.86K | ﹤0.01% | 395 |
|
|
2023
Q3 | $216K | Buy |
4,000
+125
| +3% | +$6.75K | ﹤0.01% | 376 |
|
|
2023
Q2 | $217K | Sell |
3,875
-75
| -2% | -$4.2K | ﹤0.01% | 401 |
|
|
2023
Q1 | $216K | Hold |
3,950
| – | – | ﹤0.01% | 430 |
|
|
2022
Q4 | $224K | Sell |
3,950
-700
| -15% | -$39.7K | ﹤0.01% | 411 |
|
|
2022
Q3 | $235K | Sell |
4,650
-875
| -16% | -$44.2K | ﹤0.01% | 390 |
|
|
2022
Q2 | $297K | Hold |
5,525
| – | – | ﹤0.01% | 379 |
|
|
2022
Q1 | $319K | Sell |
5,525
-5,045
| -48% | -$291K | ﹤0.01% | 379 |
|
|
2021
Q4 | $635K | Sell |
10,570
-19,135
| -64% | -$1.15M | ﹤0.01% | 399 |
|
|
2021
Q3 | $1.64M | Sell |
29,705
-55
| -0.2% | -$3.04K | 0.01% | 273 |
|
|
2021
Q2 | $1.62M | Buy |
29,760
+75
| +0.3% | +$4.09K | 0.01% | 306 |
|
|
2021
Q1 | $1.5M | Sell |
29,685
-3,720
| -11% | -$188K | 0.01% | 295 |
|
|
2020
Q4 | $1.64M | Buy |
33,405
+4,855
| +17% | +$239K | 0.01% | 279 |
|
|
2020
Q3 | $1.3M | Hold |
28,550
| – | – | 0.01% | 268 |
|
|
2020
Q2 | $1.23M | Hold |
28,550
| – | – | 0.01% | 245 |
|
|
2020
Q1 | $1.07M | Buy |
+28,550
| New | +$1.07M | 0.02% | 218 |
|