Clearstead 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
$257K Sell
4,559
-200
-4% -$11.3K ﹤0.01% 816
2025
Q1
$290K Sell
4,759
-825
-15% -$50.2K ﹤0.01% 719
2024
Q4
$325K Buy
5,584
+4,759
+577% +$277K ﹤0.01% 691
2024
Q3
$53.6K Sell
825
-2,946
-78% -$191K ﹤0.01% 1190
2024
Q2
$231K Buy
+3,771
New +$231K ﹤0.01% 773