Congress Wealth Management’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 | $2.55M | Buy |
45,116
+9,198
| +26% | +$520K | 0.02% | 517 |
|
|
2025
Q1 | $2.19M | Sell |
35,918
-5,807
| -14% | -$354K | 0.03% | 472 |
|
|
2024
Q4 | $2.43M | Sell |
41,725
-4,110
| -9% | -$239K | 0.03% | 384 |
|
|
2024
Q3 | $2.98M | Buy |
45,835
+2,872
| +7% | +$187K | 0.04% | 371 |
|
|
2024
Q2 | $2.63M | Sell |
42,963
-18,058
| -30% | -$1.11M | 0.04% | 320 |
|
|
2024
Q1 | $3.78M | Buy |
61,021
+176
| +0.3% | +$10.9K | 0.07% | 255 |
|
|
2023
Q4 | $3.48M | Buy |
60,845
+1,420
| +2% | +$81.3K | 0.06% | 256 |
|
|
2023
Q3 | $3.21M | Sell |
59,425
-14,895
| -20% | -$805K | 0.07% | 260 |
|
|
2023
Q2 | $4.17M | Buy |
74,320
+16,855
| +29% | +$945K | 0.1% | 209 |
|
|
2023
Q1 | $3.14M | Buy |
+57,465
| New | +$3.14M | 0.08% | 229 |
|
|
2022
Q4 | – | Sell |
-83,615
| Closed | -$4.23M | – | 570 |
|
|
2022
Q3 | $4.23M | Buy |
83,615
+40,995
| +96% | +$2.07M | 0.11% | 193 |
|
|
2022
Q2 | $2.29M | Buy |
42,620
+3,520
| +9% | +$189K | 0.06% | 269 |
|
|
2022
Q1 | $2.26M | Buy |
39,100
+5,050
| +15% | +$292K | 0.05% | 287 |
|
|
2021
Q4 | $2.05M | Buy |
+34,050
| New | +$2.05M | 0.04% | 306 |
|