CreativeOne 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 | $324K | Sell |
5,738
-2,448
| -30% | -$138K | 0.01% | 895 |
|
|
2025
Q1 | $498K | Sell |
8,186
-2,253
| -22% | -$137K | 0.01% | 690 |
|
|
2024
Q4 | $608K | Buy |
10,439
+672
| +7% | +$39.2K | 0.02% | 634 |
|
|
2024
Q3 | $635K | Buy |
9,767
+4,823
| +98% | +$313K | 0.02% | 556 |
|
|
2024
Q2 | $303K | Sell |
4,944
-4,983
| -50% | -$305K | 0.02% | 619 |
|
|
2024
Q1 | $614K | Buy |
9,927
+5,752
| +138% | +$356K | 0.02% | 506 |
|
|
2023
Q4 | $239K | Sell |
4,175
-3,990
| -49% | -$228K | 0.02% | 564 |
|
|
2023
Q3 | $441K | Sell |
8,165
-255
| -3% | -$13.8K | 0.03% | 356 |
|
|
2023
Q2 | $472K | Buy |
8,420
+870
| +12% | +$48.8K | 0.02% | 511 |
|
|
2023
Q1 | $412K | Buy |
7,550
+2,285
| +43% | +$125K | 0.02% | 522 |
|
|
2022
Q4 | $299K | Buy |
5,265
+310
| +6% | +$17.6K | 0.02% | 570 |
|
|
2022
Q3 | $250K | Buy |
+4,955
| New | +$250K | 0.02% | 602 |
|
|
2022
Q1 | – | Sell |
-3,545
| Closed | -$213K | – | 774 |
|
|
2021
Q4 | $213K | Buy |
+3,545
| New | +$213K | 0.01% | 703 |
|