Cerity Partners’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 | $988K | Buy |
17,500
+910
| +5% | +$51.4K | ﹤0.01% | 1526 |
|
|
2025
Q1 | $1.01M | Buy |
16,590
+5,128
| +45% | +$312K | ﹤0.01% | 1418 |
|
|
2024
Q4 | $668K | Buy |
11,462
+7,296
| +175% | +$425K | ﹤0.01% | 1606 |
|
|
2024
Q3 | $271K | Sell |
4,166
-7,345
| -64% | -$477K | ﹤0.01% | 2129 |
|
|
2024
Q2 | $705K | Buy |
11,511
+7,362
| +177% | +$451K | ﹤0.01% | 1381 |
|
|
2024
Q1 | $257K | Buy |
4,149
+4
| +0.1% | +$248 | ﹤0.01% | 1957 |
|
|
2023
Q4 | $237K | Buy |
+4,145
| New | +$237K | ﹤0.01% | 1637 |
|