CoreCap Advisors’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Hold |
4,156
| – | – | 0.01% | 694 |
|
|
2025
Q1 | $253K | Buy |
4,156
+85
| +2% | +$5.18K | 0.01% | 622 |
|
|
2024
Q4 | $237K | Sell |
4,071
-257
| -6% | -$15K | 0.01% | 658 |
|
|
2024
Q3 | $281K | Buy |
+4,328
| New | +$281K | 0.01% | 593 |
|
|
2024
Q2 | – | Sell |
-4,640
| Closed | -$287K | – | 2138 |
|
|
2024
Q1 | $287K | Buy |
+4,640
| New | +$287K | 0.02% | 539 |
|
|
2023
Q4 | – | Sell |
-12,865
| Closed | -$695K | – | 622 |
|
|
2023
Q3 | $695K | Buy |
+12,865
| New | +$695K | 0.05% | 275 |
|
|
2022
Q4 | $2.04M | Buy |
+35,865
| New | +$2.04M | 0.15% | 123 |
|
|
2022
Q3 | – | Sell |
-8,135
| Closed | -$438K | – | 1316 |
|
|
2022
Q2 | $438K | Buy |
+8,135
| New | +$438K | 0.03% | 344 |
|
|
2022
Q1 | – | Sell |
-1,610
| Closed | -$97K | – | 1316 |
|
|
2021
Q4 | $97K | Buy |
+1,610
| New | +$97K | 0.01% | 760 |
|