Central Valley 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 | $515K | Hold |
9,111
| – | – | 0.18% | 87 |
|
|
2025
Q1 | $555K | Hold |
9,111
| – | – | 0.21% | 77 |
|
|
2024
Q4 | $531K | Hold |
9,111
| – | – | 0.24% | 75 |
|
|
2024
Q3 | $592K | Sell |
9,111
-91
| -1% | -$5.92K | 0.33% | 62 |
|
|
2024
Q2 | $203K | Sell |
9,202
-1,386
| -13% | -$30.6K | 0.09% | 129 |
|
|
2024
Q1 | $655K | Buy |
10,588
+2,958
| +39% | +$183K | 0.34% | 66 |
|
|
2023
Q4 | $437K | Buy |
+7,630
| New | +$437K | 0.26% | 90 |
|