CAPTRUST Financial Advisors’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 | $1.38M | Sell |
24,519
-1,551
| -6% | -$87.6K | ﹤0.01% | 1164 |
|
|
2025
Q1 | $1.59M | Sell |
26,070
-269
| -1% | -$16.4K | ﹤0.01% | 1019 |
|
|
2024
Q4 | $1.53M | Sell |
26,339
-173
| -0.7% | -$10.1K | ﹤0.01% | 1006 |
|
|
2024
Q3 | $1.72M | Sell |
26,512
-552
| -2% | -$35.9K | 0.01% | 917 |
|
|
2024
Q2 | $1.66M | Sell |
27,064
-26
| -0.1% | -$1.59K | 0.01% | 897 |
|
|
2024
Q1 | $1.68M | Buy |
27,090
+3,855
| +17% | +$239K | 0.01% | 876 |
|
|
2023
Q4 | $1.33M | Sell |
23,235
-800
| -3% | -$45.8K | ﹤0.01% | 1100 |
|
|
2023
Q3 | $1.3M | Sell |
24,035
-1,250
| -5% | -$67.5K | 0.01% | 1053 |
|
|
2023
Q2 | $1.42M | Buy |
25,285
+1,500
| +6% | +$84.1K | 0.01% | 992 |
|
|
2023
Q1 | $1.3M | Buy |
23,785
+1,030
| +5% | +$56.2K | 0.01% | 908 |
|
|
2022
Q4 | $1.29M | Sell |
22,755
-990
| -4% | -$56.2K | 0.01% | 865 |
|
|
2022
Q3 | $1.2M | Buy |
23,745
+5,315
| +29% | +$269K | 0.01% | 849 |
|
|
2022
Q2 | $991K | Sell |
18,430
-250
| -1% | -$13.4K | 0.01% | 842 |
|
|
2022
Q1 | $1.08M | Sell |
18,680
-2,375
| -11% | -$137K | 0.01% | 817 |
|
|
2021
Q4 | $1.27M | Sell |
21,055
-935
| -4% | -$56.2K | 0.01% | 714 |
|
|
2021
Q3 | $1.21M | Buy |
21,990
+1,735
| +9% | +$95.7K | 0.01% | 671 |
|
|
2021
Q2 | $1.11M | Buy |
20,255
+2,750
| +16% | +$150K | 0.01% | 684 |
|
|
2021
Q1 | $884K | Buy |
17,505
+15,375
| +722% | +$776K | 0.01% | 746 |
|
|
2020
Q4 | $105K | Buy |
2,130
+495
| +30% | +$24.4K | ﹤0.01% | 1481 |
|
|
2020
Q3 | $74K | Sell |
1,635
-250
| -13% | -$11.3K | ﹤0.01% | 1481 |
|
|
2020
Q2 | $82K | Hold |
1,885
| – | – | ﹤0.01% | 1419 |
|
|
2020
Q1 | $68K | Sell |
1,885
-15,005
| -89% | -$541K | ﹤0.01% | 1274 |
|
|
2019
Q4 | $730K | Buy |
16,890
+10,430
| +161% | +$451K | 0.01% | 581 |
|
|
2019
Q3 | $244K | Sell |
6,460
-500
| -7% | -$18.9K | 0.01% | 533 |
|
|
2019
Q2 | $272K | Buy |
6,960
+950
| +16% | +$37.1K | 0.01% | 501 |
|
|
2019
Q1 | $233K | Hold |
6,010
| – | – | 0.01% | 490 |
|
|
2018
Q4 | $219K | Hold |
6,010
| – | – | 0.01% | 418 |
|
|
2018
Q3 | $244K | Hold |
6,010
| – | – | 0.01% | 409 |
|
|
2018
Q2 | $215K | Buy |
6,010
+800
| +15% | +$28.6K | 0.01% | 351 |
|
|
2018
Q1 | $175K | Buy |
5,210
+150
| +3% | +$5.04K | 0.01% | 339 |
|
|
2017
Q4 | $176K | Hold |
5,060
| – | – | 0.01% | 341 |
|
|
2017
Q3 | $177K | Buy |
5,060
+250
| +5% | +$8.75K | 0.01% | 210 |
|
|
2017
Q2 | $160K | Buy |
+4,810
| New | +$160K | 0.02% | 136 |
|