Beacon Pointe Advisors’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Sell |
11,890
-140
| -1% | -$7.91K | 0.01% | 793 |
|
|
2025
Q1 | $733K | Hold |
12,030
| – | – | 0.01% | 721 |
|
|
2024
Q4 | $701K | Hold |
12,030
| – | – | 0.01% | 722 |
|
|
2024
Q3 | $782K | Buy |
12,030
+4,675
| +64% | +$304K | 0.01% | 700 |
|
|
2024
Q2 | $451K | Sell |
7,355
-4,765
| -39% | -$292K | 0.01% | 897 |
|
|
2024
Q1 | $750K | Sell |
12,120
-325
| -3% | -$20.1K | 0.01% | 770 |
|
|
2023
Q4 | $712K | Sell |
12,445
-5
| -0% | -$286 | 0.01% | 763 |
|
|
2023
Q3 | $672K | Buy |
12,450
+5,095
| +69% | +$275K | 0.01% | 752 |
|
|
2023
Q2 | $412K | Sell |
7,355
-5,215
| -41% | -$292K | 0.01% | 772 |
|
|
2023
Q1 | $686K | Buy |
12,570
+5,075
| +68% | +$277K | 0.01% | 657 |
|
|
2022
Q4 | $425K | Sell |
7,495
-325
| -4% | -$18.4K | 0.01% | 747 |
|
|
2022
Q3 | $396K | Buy |
7,820
+5
| +0.1% | +$253 | 0.01% | 716 |
|
|
2022
Q2 | $420K | Hold |
7,815
| – | – | 0.01% | 707 |
|
|
2022
Q1 | $451K | Buy |
7,815
+650
| +9% | +$37.5K | 0.01% | 828 |
|
|
2021
Q4 | $430K | Sell |
7,165
-650
| -8% | -$39K | 0.01% | 612 |
|
|
2021
Q3 | $431K | Buy |
7,815
+650
| +9% | +$35.8K | 0.01% | 582 |
|
|
2021
Q2 | $391K | Buy |
+7,165
| New | +$391K | 0.01% | 567 |
|