Caldwell Sutter Capital’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 | $241K | Hold |
4,265
| – | – | 0.11% | 175 |
|
|
2025
Q1 | $260K | Hold |
4,265
| – | – | 0.12% | 166 |
|
|
2024
Q4 | $249K | Hold |
4,265
| – | – | 0.12% | 173 |
|
|
2024
Q3 | $277K | Hold |
4,265
| – | – | 0.13% | 160 |
|
|
2024
Q2 | $261K | Hold |
4,265
| – | – | 0.13% | 163 |
|
|
2024
Q1 | $264K | Hold |
4,265
| – | – | 0.13% | 160 |
|
|
2023
Q4 | $244K | Sell |
4,265
-255
| -6% | -$14.6K | 0.12% | 159 |
|
|
2023
Q3 | $244K | Hold |
4,520
| – | – | 0.14% | 152 |
|
|
2023
Q2 | $253K | Buy |
4,520
+1,395
| +45% | +$78.2K | 0.13% | 151 |
|
|
2023
Q1 | $171K | Hold |
3,125
| – | – | 0.12% | 145 |
|
|
2022
Q4 | $177K | Buy |
+3,125
| New | +$177K | 0.16% | 111 |
|