Blackston Financial Advisory Group’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 | $480K | Sell |
8,501
-687
| -7% | -$38.8K | 0.22% | 80 |
|
|
2025
Q1 | $559K | Sell |
9,188
-715
| -7% | -$43.5K | 0.28% | 65 |
|
|
2024
Q4 | $577K | Sell |
9,903
-3,548
| -26% | -$207K | 0.29% | 54 |
|
|
2024
Q3 | $874K | Buy |
+13,451
| New | +$874K | 0.45% | 35 |
|
|
2024
Q2 | – | Sell |
-7,355
| Closed | -$455K | – | 87 |
|
|
2024
Q1 | $455K | Sell |
7,355
-2,625
| -26% | -$162K | 0.3% | 38 |
|
|
2023
Q4 | $571K | Sell |
9,980
-275
| -3% | -$15.7K | 0.36% | 38 |
|
|
2023
Q3 | $554K | Buy |
10,255
+550
| +6% | +$29.7K | 0.39% | 38 |
|
|
2023
Q2 | $544K | Sell |
9,705
-315
| -3% | -$17.7K | 0.39% | 40 |
|
|
2023
Q1 | $547K | Sell |
10,020
-1,370
| -12% | -$74.8K | 0.41% | 41 |
|
|
2022
Q4 | $646K | Buy |
11,390
+240
| +2% | +$13.6K | 0.47% | 34 |
|
|
2022
Q3 | $616K | Buy |
11,150
+435
| +4% | +$24K | 0.43% | 34 |
|
|
2022
Q2 | $588K | Buy |
+10,715
| New | +$588K | 0.38% | 35 |
|
|
2022
Q1 | – | Sell |
-9,085
| Closed | -$546K | – | 90 |
|
|
2021
Q4 | $546K | Buy |
+9,085
| New | +$546K | 0.32% | 36 |
|