Berkeley Capital Partners’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 | – | Sell |
-3,500
| Closed | -$213K | – | 178 |
|
|
2025
Q1 | $213K | Hold |
3,500
| – | – | 0.06% | 160 |
|
|
2024
Q4 | $204K | Hold |
3,500
| – | – | 0.06% | 169 |
|
|
2024
Q3 | $228K | Hold |
3,500
| – | – | 0.07% | 153 |
|
|
2024
Q2 | $214K | Hold |
3,500
| – | – | 0.06% | 157 |
|
|
2024
Q1 | $217K | Buy |
+3,500
| New | +$217K | 0.07% | 156 |
|
|
2022
Q2 | – | Sell |
-3,500
| Closed | -$202K | – | 151 |
|
|
2022
Q1 | $202K | Buy |
+3,500
| New | +$202K | 0.08% | 148 |
|