Beacon Capital Management LLC (Tennessee)’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 | $10.3K | Buy |
182
+1
| +0.6% | +$56 | ﹤0.01% | 628 |
|
|
2025
Q1 | $11K | Sell |
181
-491
| -73% | -$29.9K | ﹤0.01% | 606 |
|
|
2024
Q4 | $39.2K | Sell |
672
-15
| -2% | -$874 | 0.01% | 339 |
|
|
2024
Q3 | $44.7K | Hold |
687
| – | – | 0.01% | 343 |
|
|
2024
Q2 | $42.1K | Buy |
687
+507
| +282% | +$31.1K | 0.01% | 313 |
|
|
2024
Q1 | $11.1K | Buy |
180
+15
| +9% | +$929 | ﹤0.01% | 560 |
|
|
2023
Q4 | $8.91K | Hold |
165
| – | – | ﹤0.01% | 548 |
|
|
2023
Q3 | $9.25K | Hold |
165
| – | – | ﹤0.01% | 583 |
|
|
2023
Q2 | $9.25K | Sell |
165
-485
| -75% | -$27.2K | ﹤0.01% | 583 |
|
|
2023
Q1 | $35.5K | Sell |
650
-110
| -14% | -$6.01K | 0.01% | 273 |
|
|
2022
Q4 | $43.1K | Hold |
760
| – | – | 0.01% | 246 |
|
|
2022
Q3 | $41K | Sell |
760
-10
| -1% | -$539 | 0.01% | 234 |
|
|
2022
Q2 | $45K | Hold |
770
| – | – | 0.01% | 256 |
|
|
2022
Q1 | $45K | Buy |
+770
| New | +$45K | 0.01% | 256 |
|