Corient Private Wealth’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 | $2.27M | Buy |
40,180
+29,110
| +263% | +$1.64M | ﹤0.01% | 1060 |
|
|
2025
Q1 | $674K | Sell |
11,070
-10,794
| -49% | -$657K | ﹤0.01% | 1456 |
|
|
2024
Q4 | $702K | Buy |
21,864
+52
| +0.2% | +$1.67K | ﹤0.01% | 1459 |
|
|
2024
Q3 | $1.42M | Sell |
21,812
-4,355
| -17% | -$283K | ﹤0.01% | 1223 |
|
|
2024
Q2 | $1.6M | Sell |
26,167
-2,254
| -8% | -$138K | ﹤0.01% | 1125 |
|
|
2024
Q1 | $1.76M | Buy |
28,421
+1,256
| +5% | +$77.7K | ﹤0.01% | 1078 |
|
|
2023
Q4 | $1.55M | Buy |
27,165
+3,080
| +13% | +$176K | ﹤0.01% | 1114 |
|
|
2023
Q3 | $1.3M | Buy |
24,085
+1,105
| +5% | +$59.7K | ﹤0.01% | 1094 |
|
|
2023
Q2 | $1.29M | Buy |
22,980
+5,185
| +29% | +$291K | ﹤0.01% | 1063 |
|
|
2023
Q1 | $972K | Buy |
17,795
+4,260
| +31% | +$233K | ﹤0.01% | 1091 |
|
|
2022
Q4 | $787K | Buy |
+13,535
| New | +$787K | ﹤0.01% | 980 |
|