Bartlett & Co Wealth Management’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 | $882K | Sell |
15,620
-352
| -2% | -$19.9K | 0.01% | 265 |
|
|
2025
Q1 | $973K | Sell |
15,972
-245
| -2% | -$14.9K | 0.01% | 253 |
|
|
2024
Q4 | $945K | Sell |
16,217
-156
| -1% | -$9.09K | 0.01% | 262 |
|
|
2024
Q3 | $1.06M | Hold |
16,373
| – | – | 0.02% | 245 |
|
|
2024
Q2 | $1M | Sell |
16,373
-412
| -2% | -$25.2K | 0.02% | 254 |
|
|
2024
Q1 | $1.04M | Sell |
16,785
-340
| -2% | -$21K | 0.02% | 261 |
|
|
2023
Q4 | $981K | Buy |
17,125
+710
| +4% | +$40.7K | 0.02% | 277 |
|
|
2023
Q3 | $890K | Hold |
16,415
| – | – | 0.02% | 274 |
|
|
2023
Q2 | $920K | Sell |
16,415
-905
| -5% | -$50.7K | 0.02% | 281 |
|
|
2023
Q1 | $946K | Sell |
17,320
-880
| -5% | -$48.1K | 0.02% | 232 |
|
|
2022
Q4 | $1.03M | Hold |
18,200
| – | – | 0.02% | 229 |
|
|
2022
Q3 | $921K | Hold |
18,200
| – | – | 0.02% | 225 |
|
|
2022
Q2 | $979K | Hold |
18,200
| – | – | 0.02% | 221 |
|
|
2022
Q1 | $1.05M | Buy |
18,200
+1,125
| +7% | +$65K | 0.02% | 227 |
|
|
2021
Q4 | $1.03M | Buy |
17,075
+300
| +2% | +$18K | 0.02% | 231 |
|
|
2021
Q3 | $926K | Hold |
16,775
| – | – | 0.02% | 211 |
|
|
2021
Q2 | $915K | Buy |
16,775
+1,000
| +6% | +$54.6K | 0.02% | 214 |
|
|
2021
Q1 | $796K | Hold |
15,775
| – | – | 0.02% | 217 |
|
|
2020
Q4 | $776K | Buy |
15,775
+1,670
| +12% | +$82.1K | 0.02% | 219 |
|
|
2020
Q3 | $641K | Buy |
14,105
+9,605
| +213% | +$436K | 0.02% | 224 |
|
|
2020
Q2 | $194K | Buy |
+4,500
| New | +$194K | 0.01% | 313 |
|
|
2019
Q3 | – | Sell |
-4,875
| Closed | -$190K | – | 909 |
|
|
2019
Q2 | $190K | Sell |
4,875
-250
| -5% | -$9.76K | 0.01% | 260 |
|
|
2019
Q1 | $199K | Hold |
5,125
| – | – | 0.01% | 254 |
|
|
2018
Q4 | $187K | Buy |
5,125
+1,375
| +37% | +$50.1K | 0.01% | 254 |
|
|
2018
Q3 | $153K | Buy |
3,750
+2,250
| +150% | +$91.5K | 0.01% | 284 |
|
|
2018
Q2 | $53.6K | Buy |
+1,500
| New | +$53.6K | ﹤0.01% | 415 |
|