Creative Planning’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 | $2.93M | Buy |
51,802
+3,573
| +7% | +$202K | ﹤0.01% | 1044 |
|
|
2025
Q1 | $2.94M | Buy |
48,229
+2,392
| +5% | +$146K | ﹤0.01% | 941 |
|
|
2024
Q4 | $2.67M | Buy |
45,837
+90
| +0.2% | +$5.24K | ﹤0.01% | 960 |
|
|
2024
Q3 | $2.97M | Buy |
45,747
+1,504
| +3% | +$97.8K | ﹤0.01% | 864 |
|
|
2024
Q2 | $2.71M | Sell |
44,243
-1,031
| -2% | -$63.2K | ﹤0.01% | 856 |
|
|
2024
Q1 | $2.8M | Sell |
45,274
-351
| -0.8% | -$21.7K | ﹤0.01% | 827 |
|
|
2023
Q4 | $2.61M | Buy |
45,625
+4,740
| +12% | +$271K | ﹤0.01% | 797 |
|
|
2023
Q3 | $2.21M | Buy |
40,885
+4,955
| +14% | +$268K | ﹤0.01% | 816 |
|
|
2023
Q2 | $2.01M | Buy |
35,930
+4,285
| +14% | +$240K | ﹤0.01% | 809 |
|
|
2023
Q1 | $1.73M | Sell |
31,645
-3,020
| -9% | -$165K | ﹤0.01% | 833 |
|
|
2022
Q4 | $1.97M | Sell |
34,665
-320
| -0.9% | -$18.2K | ﹤0.01% | 752 |
|
|
2022
Q3 | $1.77M | Sell |
34,985
-190
| -0.5% | -$9.61K | ﹤0.01% | 739 |
|
|
2022
Q2 | $1.89M | Buy |
35,175
+1,740
| +5% | +$93.6K | ﹤0.01% | 733 |
|
|
2022
Q1 | $1.93M | Buy |
33,435
+10
| +0% | +$578 | ﹤0.01% | 731 |
|
|
2021
Q4 | $2.01M | Sell |
33,425
-3,015
| -8% | -$181K | ﹤0.01% | 688 |
|
|
2021
Q3 | $2.01M | Sell |
36,440
-1,560
| -4% | -$86.1K | ﹤0.01% | 687 |
|
|
2021
Q2 | $2.07M | Buy |
38,000
+6,865
| +22% | +$375K | ﹤0.01% | 670 |
|
|
2021
Q1 | $1.57M | Buy |
31,135
+2,440
| +9% | +$123K | ﹤0.01% | 817 |
|
|
2020
Q4 | $1.41M | Buy |
28,695
+1,010
| +4% | +$49.7K | ﹤0.01% | 793 |
|
|
2020
Q3 | $1.26M | Sell |
27,685
-1,065
| -4% | -$48.4K | ﹤0.01% | 716 |
|
|
2020
Q2 | $1.24M | Buy |
28,750
+565
| +2% | +$24.4K | ﹤0.01% | 655 |
|
|
2020
Q1 | $1.06M | Buy |
28,185
+3,250
| +13% | +$122K | ﹤0.01% | 615 |
|
|
2019
Q4 | $1.08M | Buy |
24,935
+555
| +2% | +$23.9K | ﹤0.01% | 753 |
|
|
2019
Q3 | $922K | Hold |
24,380
| – | – | ﹤0.01% | 789 |
|
|
2019
Q2 | $952K | Sell |
24,380
-1,355
| -5% | -$52.9K | ﹤0.01% | 773 |
|
|
2019
Q1 | $997K | Buy |
25,735
+2,335
| +10% | +$90.5K | ﹤0.01% | 735 |
|
|
2018
Q4 | $846K | Sell |
23,400
-185
| -0.8% | -$6.69K | ﹤0.01% | 729 |
|
|
2018
Q3 | $957K | Sell |
23,585
-75
| -0.3% | -$3.04K | ﹤0.01% | 780 |
|
|
2018
Q2 | $843K | Sell |
23,660
-160
| -0.7% | -$5.7K | ﹤0.01% | 827 |
|
|
2018
Q1 | $822K | Sell |
23,820
-1,775
| -7% | -$61.3K | ﹤0.01% | 831 |
|
|
2017
Q4 | $892K | Buy |
25,595
+465
| +2% | +$16.2K | ﹤0.01% | 789 |
|
|
2017
Q3 | $864K | Buy |
25,130
+1,365
| +6% | +$46.9K | ﹤0.01% | 783 |
|
|
2017
Q2 | $790K | Sell |
23,765
-250
| -1% | -$8.31K | ﹤0.01% | 795 |
|
|
2017
Q1 | $748K | Buy |
24,015
+2,920
| +14% | +$91K | ﹤0.01% | 777 |
|
|
2016
Q4 | $608K | Sell |
21,095
-5,650
| -21% | -$163K | ﹤0.01% | 832 |
|
|
2016
Q3 | $803K | Buy |
26,745
+1,650
| +7% | +$49.5K | 0.01% | 681 |
|
|
2016
Q2 | $744K | Hold |
25,095
| – | – | 0.01% | 606 |
|
|
2016
Q1 | $705K | Sell |
25,095
-1,885
| -7% | -$53K | 0.01% | 614 |
|
|
2015
Q4 | $809K | Sell |
26,980
-2,000
| -7% | -$60K | 0.01% | 570 |
|
|
2015
Q3 | $811K | Buy |
+28,980
| New | +$811K | 0.01% | 545 |
|
|
2015
Q2 | – | Sell |
-23,370
| Closed | -$721K | – | 1974 |
|
|
2015
Q1 | $721K | Sell |
23,370
-1,445
| -6% | -$44.6K | 0.01% | 588 |
|
|
2014
Q4 | $715K | Sell |
24,815
-3,165
| -11% | -$91.2K | 0.01% | 556 |
|
|
2014
Q3 | $752K | Buy |
27,980
+6,520
| +30% | +$175K | 0.01% | 506 |
|
|
2014
Q2 | $550K | Sell |
21,460
-385
| -2% | -$9.87K | 0.01% | 606 |
|
|
2014
Q1 | $538K | Buy |
21,845
+3,965
| +22% | +$97.7K | 0.01% | 587 |
|
|
2013
Q4 | $417K | Buy |
17,880
+3,785
| +27% | +$88.3K | 0.01% | 570 |
|
|
2013
Q3 | $301K | Buy |
14,095
+2,100
| +18% | +$44.8K | 0.01% | 597 |
|
|
2013
Q2 | $240K | Buy |
+11,995
| New | +$240K | 0.01% | 620 |
|