Chicago Partners Investment Group’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 | $276K | Buy |
4,818
+7
| +0.1% | +$401 | 0.01% | 881 |
|
|
2025
Q1 | $271K | Buy |
4,811
+6
| +0.1% | +$339 | 0.01% | 729 |
|
|
2024
Q4 | $286K | Sell |
4,805
-146
| -3% | -$8.69K | 0.01% | 679 |
|
|
2024
Q3 | $315K | Buy |
4,951
+162
| +3% | +$10.3K | 0.01% | 608 |
|
|
2024
Q2 | $302K | Buy |
4,789
+5
| +0.1% | +$315 | 0.01% | 589 |
|
|
2024
Q1 | $283K | Buy |
4,784
+4
| +0.1% | +$237 | 0.01% | 588 |
|
|
2023
Q4 | $278K | Buy |
4,780
+25
| +0.5% | +$1.45K | 0.01% | 560 |
|
|
2023
Q3 | $253K | Buy |
4,755
+10
| +0.2% | +$532 | 0.01% | 546 |
|
|
2023
Q2 | $266K | Buy |
4,745
+5
| +0.1% | +$280 | 0.01% | 557 |
|
|
2023
Q1 | $270K | Buy |
4,740
+110
| +2% | +$6.27K | 0.02% | 527 |
|
|
2022
Q4 | $259K | Buy |
4,630
+5
| +0.1% | +$279 | 0.02% | 515 |
|
|
2022
Q3 | $254K | Buy |
4,625
+490
| +12% | +$26.9K | 0.02% | 473 |
|
|
2022
Q2 | $230K | Buy |
4,135
+5
| +0.1% | +$278 | 0.02% | 505 |
|
|
2022
Q1 | $221K | Buy |
4,130
+5
| +0.1% | +$268 | 0.02% | 492 |
|
|
2021
Q4 | $225K | Buy |
4,125
+5
| +0.1% | +$273 | 0.02% | 500 |
|
|
2021
Q3 | $237K | Buy |
4,120
+5
| +0.1% | +$288 | 0.02% | 500 |
|
|
2021
Q2 | $232K | Buy |
4,115
+5
| +0.1% | +$282 | 0.02% | 475 |
|
|
2021
Q1 | $220K | Buy |
4,110
+5
| +0.1% | +$268 | 0.02% | 465 |
|
|
2020
Q4 | $210K | Buy |
+4,105
| New | +$210K | 0.02% | 432 |
|
|
2018
Q4 | – | Sell |
-2,000
| Closed | -$74K | – | 629 |
|
|
2018
Q3 | $74K | Hold |
2,000
| – | – | 0.01% | 461 |
|
|
2018
Q2 | $71K | Hold |
2,000
| – | – | 0.01% | 432 |
|
|
2018
Q1 | $69K | Hold |
2,000
| – | – | 0.01% | 407 |
|
|
2017
Q4 | $70K | Hold |
2,000
| – | – | 0.01% | 409 |
|
|
2017
Q3 | $69K | Hold |
2,000
| – | – | 0.01% | 390 |
|
|
2017
Q2 | $58K | Hold |
2,000
| – | – | 0.02% | 359 |
|
|
2017
Q1 | $62K | Buy |
+2,000
| New | +$62K | 0.02% | 294 |
|