Conservest Capital 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
$2.36M Buy
41,748
+1,377
+3% +$77.8K 0.23% 36
2025
Q1
$2.46M Sell
40,371
-232
-0.6% -$14.1K 0.26% 35
2024
Q4
$2.37M Sell
40,603
-871
-2% -$50.8K 0.24% 35
2024
Q3
$2.57M Hold
41,474
0.26% 35
2024
Q2
$2.57M Hold
41,474
0.28% 34
2024
Q1
$2.57M Buy
41,474
+214
+0.5% +$13.2K 0.26% 35
2023
Q4
$2.36M Sell
41,260
-2,345
-5% -$134K 0.25% 35
2023
Q3
$2.36M Sell
43,605
-1,235
-3% -$66.7K 0.28% 32
2023
Q2
$2.51M Sell
44,840
-85
-0.2% -$4.76K 0.29% 32
2023
Q1
$2.45M Buy
44,925
+645
+1% +$35.2K 0.29% 33
2022
Q4
$2.51M Buy
+44,280
New +$2.51M 0.32% 30
2022
Q3
Sell
-44,075
Closed -$2.37M 29
2022
Q2
$2.37M Buy
44,075
+2,350
+6% +$126K 0.3% 31
2022
Q1
$2.41M Buy
41,725
+95
+0.2% +$5.49K 0.27% 29
2021
Q4
$2.5M Buy
41,630
+225
+0.5% +$13.5K 0.27% 28
2021
Q3
$2.29M Hold
41,405
0.26% 30
2021
Q2
$2.26M Buy
41,405
+185
+0.4% +$10.1K 0.26% 30
2021
Q1
$2.08M Hold
41,220
0.24% 29
2020
Q4
$2.03M Buy
41,220
+120
+0.3% +$5.9K 0.24% 31
2020
Q3
$1.87M Buy
41,100
+155
+0.4% +$7.05K 0.25% 30
2020
Q2
$1.77M Buy
40,945
+240
+0.6% +$10.4K 0.25% 30
2020
Q1
$1.53M Sell
40,705
-205
-0.5% -$7.7K 0.25% 30
2019
Q4
$1.77M Sell
40,910
-815
-2% -$35.2K 0.23% 39
2019
Q3
$1.58M Sell
41,725
-645
-2% -$24.4K 0.23% 41
2019
Q2
$1.66M Sell
42,370
-1,325
-3% -$51.8K 0.24% 43
2019
Q1
$1.69M Buy
43,695
+440
+1% +$17K 0.25% 43
2018
Q4
$1.56M Buy
43,255
+105
+0.2% +$3.8K 0.26% 43
2018
Q3
$1.75M Buy
43,150
+120
+0.3% +$4.87K 0.26% 40
2018
Q2
$1.53M Sell
43,030
-2,850
-6% -$102K 0.24% 40
2018
Q1
$1.58M Sell
45,880
-5,035
-10% -$174K 0.35% 31
2017
Q4
$1.77M Buy
50,915
+285
+0.6% +$9.93K 0.35% 33
2017
Q3
$1.74M Buy
50,630
+135
+0.3% +$4.64K 0.28% 42
2017
Q2
$1.68M Hold
50,495
0.36% 32
2017
Q1
$1.57M Buy
+50,495
New +$1.57M 0.33% 32