CX Institutional’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 | $97K | Buy |
1,717
+1,179
| +219% | +$66.6K | ﹤0.01% | 771 |
|
|
2025
Q1 | $33K | Sell |
538
-14,063
| -96% | -$863K | ﹤0.01% | 894 |
|
|
2024
Q4 | $851K | Buy |
+14,601
| New | +$851K | 0.03% | 278 |
|
|
2024
Q2 | – | Sell |
-9,370
| Closed | -$580K | – | 560 |
|
|
2024
Q1 | $580K | Buy |
+9,370
| New | +$580K | 0.03% | 350 |
|
|
2023
Q4 | – | Sell |
-21,305
| Closed | -$1.15M | – | 555 |
|
|
2023
Q3 | $1.15M | Buy |
+21,305
| New | +$1.15M | 0.06% | 233 |
|
|
2023
Q1 | – | Sell |
-47,970
| Closed | -$2.72M | – | 534 |
|
|
2022
Q4 | $2.72M | Sell |
47,970
-39,450
| -45% | -$2.24M | 0.17% | 169 |
|
|
2022
Q3 | $4.42M | Buy |
87,420
+41,480
| +90% | +$2.1M | 0.31% | 86 |
|
|
2022
Q2 | $2.47M | Buy |
+45,940
| New | +$2.47M | 0.19% | 137 |
|
|
2021
Q4 | – | Sell |
-575
| Closed | -$32K | – | 639 |
|
|
2021
Q3 | $32K | Sell |
575
-355
| -38% | -$19.8K | ﹤0.01% | 659 |
|
|
2021
Q2 | $51K | Sell |
930
-2,735
| -75% | -$150K | ﹤0.01% | 563 |
|
|
2021
Q1 | $185K | Buy |
+3,665
| New | +$185K | 0.02% | 310 |
|
|
2019
Q1 | – | Sell |
-525
| Closed | -$19K | – | 806 |
|
|
2018
Q4 | $19K | Buy |
+525
| New | +$19K | ﹤0.01% | 319 |
|