Cape Investment Advisory’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 | $28.9K | Hold |
511
| – | – | 0.01% | 453 |
|
|
2025
Q1 | $31.1K | Hold |
511
| – | – | 0.01% | 409 |
|
|
2024
Q4 | $29.8K | Buy |
+511
| New | +$29.8K | 0.01% | 417 |
|
|
2024
Q1 | – | Sell |
-385
| Closed | -$22K | – | 1054 |
|
|
2023
Q4 | $22K | Buy |
385
+380
| +7,600% | +$21.8K | 0.01% | 513 |
|
|
2023
Q3 | $270 | Buy |
+5
| New | +$270 | ﹤0.01% | 888 |
|