Carolinas Wealth Consulting’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 | – | Sell |
-189
| Closed | -$11.5K | – | 489 |
|
|
2025
Q1 | $11.5K | Buy |
189
+57
| +43% | +$3.47K | ﹤0.01% | 516 |
|
|
2024
Q4 | $7.64K | Buy |
132
+1
| +0.8% | +$58 | ﹤0.01% | 577 |
|
|
2024
Q3 | $8.49K | Buy |
+131
| New | +$8.49K | ﹤0.01% | 585 |
|
|
2023
Q3 | – | Sell |
-795
| Closed | -$44.6K | – | 1070 |
|
|
2023
Q2 | $44.6K | Hold |
795
| – | – | 0.01% | 364 |
|
|
2023
Q1 | $43.4K | Hold |
795
| – | – | 0.01% | 384 |
|
|
2022
Q4 | $45.1K | Hold |
795
| – | – | 0.01% | 373 |
|
|
2022
Q3 | $40K | Buy |
795
+280
| +54% | +$14.1K | 0.01% | 358 |
|
|
2022
Q2 | $28K | Hold |
515
| – | – | 0.01% | 406 |
|
|
2022
Q1 | $30K | Buy |
+515
| New | +$30K | 0.01% | 425 |
|
|
2021
Q3 | – | Sell |
-550
| Closed | -$30K | – | 967 |
|
|
2021
Q2 | $30K | Buy |
+550
| New | +$30K | 0.01% | 434 |
|