Capital Analysts LLC’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 | $8K | Hold |
150
| – | – | ﹤0.01% | 1184 |
|
|
2025
Q1 | $9K | Hold |
150
| – | – | ﹤0.01% | 1140 |
|
|
2024
Q4 | $9K | Hold |
150
| – | – | ﹤0.01% | 1078 |
|
|
2024
Q3 | $10K | Hold |
150
| – | – | ﹤0.01% | 1032 |
|
|
2024
Q2 | $9K | Hold |
150
| – | – | ﹤0.01% | 969 |
|
|
2024
Q1 | $9K | Hold |
150
| – | – | ﹤0.01% | 935 |
|
|
2023
Q4 | $9K | Hold |
150
| – | – | ﹤0.01% | 909 |
|
|
2023
Q3 | $8K | Sell |
150
-460
| -75% | -$24.5K | ﹤0.01% | 915 |
|
|
2023
Q2 | $34K | Hold |
610
| – | – | ﹤0.01% | 643 |
|
|
2023
Q1 | $33K | Hold |
610
| – | – | ﹤0.01% | 651 |
|
|
2022
Q4 | $35K | Buy |
+610
| New | +$35K | ﹤0.01% | 675 |
|
|
2020
Q1 | – | Sell |
-275
| Closed | -$12K | – | 711 |
|
|
2019
Q4 | $12K | Hold |
275
| – | – | ﹤0.01% | 532 |
|
|
2019
Q3 | $10K | Hold |
275
| – | – | ﹤0.01% | 543 |
|
|
2019
Q2 | $11K | Hold |
275
| – | – | ﹤0.01% | 520 |
|
|
2019
Q1 | $10K | Hold |
275
| – | – | ﹤0.01% | 509 |
|
|
2018
Q4 | $10K | Hold |
275
| – | – | ﹤0.01% | 466 |
|
|
2018
Q3 | $11K | Hold |
275
| – | – | ﹤0.01% | 436 |
|
|
2018
Q2 | $10K | Hold |
275
| – | – | ﹤0.01% | 468 |
|
|
2018
Q1 | $9K | Hold |
275
| – | – | ﹤0.01% | 454 |
|
|
2017
Q4 | $10K | Hold |
275
| – | – | ﹤0.01% | 390 |
|
|
2017
Q3 | $9K | Buy |
+275
| New | +$9K | ﹤0.01% | 393 |
|
|
2016
Q4 | – | Sell |
-275
| Closed | -$8.26K | – | 373 |
|
|
2016
Q3 | $8.26K | Buy |
+275
| New | +$8.26K | ﹤0.01% | 326 |
|
|
2016
Q2 | – | Sell |
-275
| Closed | -$7.73K | – | 359 |
|
|
2016
Q1 | $7.73K | Hold |
275
| – | – | ﹤0.01% | 345 |
|
|
2015
Q4 | $8.25K | Buy |
+275
| New | +$8.25K | ﹤0.01% | 353 |
|