Capital Advisory Group Advisory Services’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 | $488K | Buy |
8,639
+90
| +1% | +$5.08K | 0.18% | 114 |
|
|
2025
Q1 | $521K | Buy |
8,549
+41
| +0.5% | +$2.5K | 0.2% | 109 |
|
|
2024
Q4 | $496K | Buy |
8,508
+39
| +0.5% | +$2.27K | 0.18% | 110 |
|
|
2024
Q3 | $550K | Buy |
8,469
+193
| +2% | +$12.5K | 0.22% | 92 |
|
|
2024
Q2 | $507K | Buy |
8,276
+203
| +3% | +$12.4K | 0.22% | 93 |
|
|
2024
Q1 | $500K | Buy |
8,073
+2,523
| +45% | +$156K | 0.24% | 91 |
|
|
2023
Q4 | $318K | Hold |
5,550
| – | – | 0.17% | 110 |
|
|
2023
Q3 | $300K | Buy |
+5,550
| New | +$300K | 0.17% | 114 |
|
|
2023
Q2 | – | Sell |
-6,300
| Closed | -$344K | – | 111 |
|
|
2023
Q1 | $344K | Sell |
6,300
-550
| -8% | -$30K | 0.21% | 107 |
|
|
2022
Q4 | $389K | Hold |
6,850
| – | – | 0.26% | 89 |
|
|
2022
Q3 | $347K | Buy |
6,850
+200
| +3% | +$10.1K | 0.24% | 94 |
|
|
2022
Q2 | $351K | Hold |
6,650
| – | – | 0.21% | 95 |
|
|
2022
Q1 | $384K | Sell |
6,650
-35
| -0.5% | -$2.02K | 0.18% | 107 |
|
|
2021
Q4 | $402K | Buy |
6,685
+35
| +0.5% | +$2.11K | 0.17% | 111 |
|
|
2021
Q3 | $367K | Hold |
6,650
| – | – | 0.13% | 136 |
|
|
2021
Q2 | $363K | Hold |
6,650
| – | – | 0.13% | 137 |
|
|
2021
Q1 | $336K | Buy |
6,650
+635
| +11% | +$32.1K | 0.13% | 133 |
|
|
2020
Q4 | $296K | Sell |
6,015
-355
| -6% | -$17.5K | 0.12% | 130 |
|
|
2020
Q3 | $289K | Hold |
6,370
| – | – | 0.15% | 104 |
|
|
2020
Q2 | $275K | Sell |
6,370
-1,540
| -19% | -$66.5K | 0.15% | 101 |
|
|
2020
Q1 | $298K | Sell |
7,910
-35
| -0.4% | -$1.32K | 0.37% | 49 |
|
|
2019
Q4 | $343K | Buy |
7,945
+505
| +7% | +$21.8K | 0.18% | 70 |
|
|
2019
Q3 | $281K | Sell |
7,440
-5
| -0.1% | -$189 | 0.19% | 61 |
|
|
2019
Q2 | $291K | Hold |
7,445
| – | – | 0.19% | 61 |
|
|
2019
Q1 | $289K | Hold |
7,445
| – | – | 0.21% | 59 |
|
|
2018
Q4 | $270K | Buy |
7,445
+460
| +7% | +$16.7K | 0.21% | 56 |
|
|
2018
Q3 | $284K | Hold |
6,985
| – | – | 0.19% | 59 |
|
|
2018
Q2 | $248K | Sell |
6,985
-310
| -4% | -$11K | 0.18% | 64 |
|
|
2018
Q1 | $252K | Buy |
+7,295
| New | +$252K | 0.18% | 67 |
|