Cornerstone 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 | $352K | Sell |
6,225
-145
| -2% | -$8.19K | 0.02% | 473 |
|
|
2025
Q1 | $388K | Hold |
6,370
| – | – | 0.03% | 423 |
|
|
2024
Q4 | $371K | Sell |
6,370
-326
| -5% | -$19K | 0.03% | 424 |
|
|
2024
Q3 | $435K | Buy |
6,696
+66
| +1% | +$4.29K | 0.03% | 385 |
|
|
2024
Q2 | $406K | Sell |
6,630
-1,964
| -23% | -$120K | 0.03% | 370 |
|
|
2024
Q1 | $532K | Sell |
8,594
-31
| -0.4% | -$1.92K | 0.04% | 326 |
|
|
2023
Q4 | $494K | Sell |
8,625
-2,455
| -22% | -$141K | 0.04% | 324 |
|
|
2023
Q3 | $598K | Sell |
11,080
-175
| -2% | -$9.45K | 0.06% | 259 |
|
|
2023
Q2 | $631K | Sell |
11,255
-190
| -2% | -$10.6K | 0.06% | 261 |
|
|
2023
Q1 | $625K | Buy |
+11,445
| New | +$625K | 0.06% | 250 |
|
|
2022
Q3 | $576K | Buy |
11,390
+5,760
| +102% | +$291K | 0.06% | 229 |
|
|
2022
Q2 | $303K | Buy |
5,630
+1,000
| +22% | +$53.8K | 0.03% | 352 |
|
|
2022
Q1 | $267K | Buy |
4,630
+45
| +1% | +$2.6K | 0.03% | 390 |
|
|
2021
Q4 | $276K | Hold |
4,585
| – | – | 0.03% | 411 |
|
|
2021
Q3 | $253K | Sell |
4,585
-30
| -0.7% | -$1.66K | 0.03% | 389 |
|
|
2021
Q2 | $252K | Sell |
4,615
-325
| -7% | -$17.7K | 0.03% | 396 |
|
|
2021
Q1 | $250K | Hold |
4,940
| – | – | 0.03% | 384 |
|
|
2020
Q4 | $243K | Sell |
4,940
-375
| -7% | -$18.4K | 0.03% | 367 |
|
|
2020
Q3 | $242K | Sell |
5,315
-500
| -9% | -$22.8K | 0.04% | 341 |
|
|
2020
Q2 | $251K | Buy |
5,815
+80
| +1% | +$3.45K | 0.04% | 306 |
|
|
2020
Q1 | $215K | Sell |
5,735
-250
| -4% | -$9.37K | 0.04% | 316 |
|
|
2019
Q4 | $258K | Sell |
5,985
-400
| -6% | -$17.2K | 0.04% | 294 |
|
|
2019
Q3 | $241K | Hold |
6,385
| – | – | 0.04% | 297 |
|
|
2019
Q2 | $250K | Sell |
6,385
-280
| -4% | -$11K | 0.04% | 305 |
|
|
2019
Q1 | $282K | Sell |
6,665
-270
| -4% | -$11.4K | 0.03% | 402 |
|
|
2018
Q4 | $251K | Sell |
6,935
-1,160,300
| -99% | -$42M | 0.05% | 287 |
|
|
2018
Q3 | $1.35M | Sell |
1,167,235
-77,330
| -6% | -$89.2K | 0.02% | 630 |
|
|
2018
Q2 | $1.39M | Buy |
1,244,565
+1,237,455
| +17,404% | +$1.39M | 0.02% | 653 |
|
|
2018
Q1 | $240K | Buy |
7,110
+575
| +9% | +$19.4K | 0.05% | 331 |
|
|
2017
Q4 | $235K | Sell |
6,535
-200
| -3% | -$7.19K | 0.04% | 352 |
|
|
2017
Q3 | $233K | Buy |
6,735
+550
| +9% | +$19K | 0.05% | 330 |
|
|
2017
Q2 | $206K | Buy |
+6,185
| New | +$206K | 0.05% | 349 |
|
|
2016
Q4 | – | Sell |
-7,215
| Closed | -$216K | – | 292 |
|
|
2016
Q3 | $216K | Buy |
+7,215
| New | +$216K | 0.08% | 241 |
|