Butensky & Cohen Financial Security’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 |
-3,411
| Closed | -$208K | – | 97 |
|
|
2025
Q1 | $208K | Sell |
3,411
-203
| -6% | -$12.4K | 0.06% | 95 |
|
|
2024
Q4 | $211K | Sell |
3,614
-23
| -0.6% | -$1.34K | 0.07% | 95 |
|
|
2024
Q3 | $236K | Sell |
3,637
-8
| -0.2% | -$520 | 0.07% | 95 |
|
|
2024
Q2 | $223K | Sell |
3,645
-440
| -11% | -$27K | 0.07% | 95 |
|
|
2024
Q1 | $253K | Sell |
4,085
-605
| -13% | -$37.5K | 0.08% | 94 |
|
|
2023
Q4 | $268K | Sell |
4,690
-285
| -6% | -$16.3K | 0.09% | 92 |
|
|
2023
Q3 | $269K | Sell |
4,975
-100
| -2% | -$5.4K | 0.1% | 93 |
|
|
2023
Q2 | $284K | Sell |
5,075
-60
| -1% | -$3.36K | 0.1% | 92 |
|
|
2023
Q1 | $280K | Sell |
5,135
-395
| -7% | -$21.6K | 0.1% | 94 |
|
|
2022
Q4 | $314K | Sell |
5,530
-1,080
| -16% | -$61.3K | 0.12% | 91 |
|
|
2022
Q3 | $334K | Sell |
6,610
-1,075
| -14% | -$54.3K | 0.14% | 92 |
|
|
2022
Q2 | $413K | Sell |
7,685
-280
| -4% | -$15K | 0.17% | 92 |
|
|
2022
Q1 | $460K | Sell |
7,965
-25
| -0.3% | -$1.44K | 0.16% | 90 |
|
|
2021
Q4 | $480K | Buy |
7,990
+5
| +0.1% | +$300 | 0.17% | 91 |
|
|
2021
Q3 | $441K | Buy |
7,985
+185
| +2% | +$10.2K | 0.18% | 89 |
|
|
2021
Q2 | $426K | Sell |
7,800
-450
| -5% | -$24.6K | 0.17% | 87 |
|
|
2021
Q1 | $417K | Sell |
8,250
-210
| -2% | -$10.6K | 0.17% | 86 |
|
|
2020
Q4 | $416K | Sell |
8,460
-280
| -3% | -$13.8K | 0.19% | 85 |
|
|
2020
Q3 | $397K | Sell |
8,740
-275
| -3% | -$12.5K | 0.21% | 84 |
|
|
2020
Q2 | $389K | Sell |
9,015
-160
| -2% | -$6.9K | 0.22% | 79 |
|
|
2020
Q1 | $345K | Sell |
9,175
-55
| -0.6% | -$2.07K | 0.26% | 75 |
|
|
2019
Q4 | $398K | Sell |
9,230
-355
| -4% | -$15.3K | 0.23% | 78 |
|
|
2019
Q3 | $362K | Sell |
9,585
-125
| -1% | -$4.72K | 0.22% | 79 |
|
|
2019
Q2 | $379K | Sell |
9,710
-565
| -5% | -$22.1K | 0.25% | 79 |
|
|
2019
Q1 | $398K | Sell |
10,275
-235
| -2% | -$9.1K | 0.29% | 76 |
|
|
2018
Q4 | $380K | Sell |
10,510
-565
| -5% | -$20.4K | 0.34% | 74 |
|
|
2018
Q3 | $449K | Sell |
11,075
-570
| -5% | -$23.1K | 0.36% | 74 |
|
|
2018
Q2 | $415K | Sell |
11,645
-430
| -4% | -$15.3K | 0.35% | 73 |
|
|
2018
Q1 | $417K | Sell |
12,075
-470
| -4% | -$16.2K | 0.37% | 72 |
|
|
2017
Q4 | $437K | Sell |
12,545
-240
| -2% | -$8.36K | 0.36% | 72 |
|
|
2017
Q3 | $439K | Buy |
12,785
+20
| +0.2% | +$687 | 0.39% | 71 |
|
|
2017
Q2 | $424K | Sell |
12,765
-50
| -0.4% | -$1.66K | 0.38% | 72 |
|
|
2017
Q1 | $399K | Sell |
12,815
-125
| -1% | -$3.89K | 0.36% | 71 |
|
|
2016
Q4 | $373K | Sell |
12,940
-200
| -2% | -$5.77K | 0.34% | 72 |
|
|
2016
Q3 | $395K | Sell |
13,140
-250
| -2% | -$7.52K | 0.38% | 71 |
|
|
2016
Q2 | $397K | Sell |
13,390
-1,795
| -12% | -$53.2K | 0.39% | 71 |
|
|
2016
Q1 | $427K | Sell |
15,185
-105
| -0.7% | -$2.95K | 0.41% | 71 |
|
|
2015
Q4 | $459K | Buy |
15,290
+95
| +0.6% | +$2.85K | 0.45% | 71 |
|
|
2015
Q3 | $425K | Sell |
15,195
-275
| -2% | -$7.69K | 0.45% | 69 |
|
|
2015
Q2 | $491K | Sell |
15,470
-420
| -3% | -$13.3K | 0.49% | 69 |
|
|
2015
Q1 | $490K | Sell |
15,890
-1,590
| -9% | -$49K | 0.49% | 68 |
|
|
2014
Q4 | $504K | Buy |
+17,480
| New | +$504K | 0.51% | 68 |
|