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 |
|