Concourse Financial Group Securities’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $446K | Sell |
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|
2024
Q3 | $503K | Hold |
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|
2024
Q2 | $474K | Hold |
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|
2024
Q1 | $479K | Hold |
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|
2023
Q4 | $443K | Sell |
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|
2023
Q3 | $668K | Buy |
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|
2023
Q2 | $690K | Buy |
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|
2023
Q1 | $664K | Sell |
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|
2022
Q4 | $812K | Buy |
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|
2022
Q3 | $703K | Buy |
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|
2022
Q2 | $520K | Sell |
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|
2022
Q1 | $686K | Sell |
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|
2021
Q4 | $780K | Sell |
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|
2021
Q3 | $719K | Sell |
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|
2021
Q2 | $782K | Sell |
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|
2021
Q1 | $849K | Buy |
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|
2020
Q4 | $818K | Sell |
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|
2020
Q3 | $776K | Sell |
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|
2020
Q2 | $825K | Sell |
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|
2020
Q1 | $756K | Buy |
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|
2019
Q4 | $841K | Buy |
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|
2019
Q3 | $240K | Sell |
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|
2019
Q2 | $825K | Sell |
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|
2019
Q1 | $7.81M | Sell |
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|
2018
Q4 | $13.7M | Buy |
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|
2018
Q3 | $4.36M | Buy |
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