Curi RMB Capital’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
Q1 | – | Sell |
-6,721
| Closed | -$392K | – | 511 |
|
|
2024
Q4 | $392K | Buy |
+6,721
| New | +$392K | 0.01% | 432 |
|
|
2022
Q4 | – | Sell |
-4,275
| Closed | -$216K | – | 482 |
|
|
2022
Q3 | $216K | Sell |
4,275
-1,300
| -23% | -$65.7K | 0.01% | 448 |
|
|
2022
Q2 | $300K | Buy |
5,575
+15
| +0.3% | +$807 | 0.01% | 409 |
|
|
2022
Q1 | $321K | Sell |
5,560
-365
| -6% | -$21.1K | 0.01% | 379 |
|
|
2021
Q4 | $356K | Buy |
5,925
+35
| +0.6% | +$2.1K | 0.01% | 383 |
|
|
2021
Q3 | $325K | Hold |
5,890
| – | – | 0.01% | 387 |
|
|
2021
Q2 | $322K | Buy |
5,890
+25
| +0.4% | +$1.37K | 0.01% | 404 |
|
|
2021
Q1 | $296K | Hold |
5,865
| – | – | 0.01% | 399 |
|
|
2020
Q4 | $289K | Buy |
5,865
+390
| +7% | +$19.2K | 0.01% | 508 |
|
|
2020
Q3 | $249K | Buy |
5,475
+20
| +0.4% | +$910 | 0.01% | 528 |
|
|
2020
Q2 | $235K | Buy |
5,455
+35
| +0.6% | +$1.51K | 0.01% | 511 |
|
|
2020
Q1 | $204K | Hold |
5,420
| – | – | 0.01% | 556 |
|
|
2019
Q4 | $234K | Buy |
5,420
+40
| +0.7% | +$1.73K | 0.01% | 583 |
|
|
2019
Q3 | $203K | Hold |
5,380
| – | – | 0.01% | 645 |
|
|
2019
Q2 | $210K | Buy |
5,380
+15
| +0.3% | +$586 | 0.01% | 660 |
|
|
2019
Q1 | $208K | Buy |
+5,365
| New | +$208K | 0.01% | 701 |
|
|
2018
Q4 | – | Sell |
-5,280
| Closed | -$214K | – | 908 |
|
|
2018
Q3 | $214K | Buy |
+5,280
| New | +$214K | 0.01% | 788 |
|