D.A. Davidson & Co’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $674K | Buy |
10,933
+5,082
| +87% | +$328K | ﹤0.01% | 1063 |
|
|
2025
Q4 | $381K | Buy |
5,851
+689
| +13% | +$43.5K | ﹤0.01% | 1244 |
|
|
2025
Q3 | $303K | Buy |
5,162
+148
| +3% | +$8.43K | ﹤0.01% | 1297 |
|
|
2025
Q2 | $283K | Sell |
5,014
-331
| -6% | -$18.7K | ﹤0.01% | 1231 |
|
|
2025
Q1 | $325K | Sell |
5,345
-49
| -0.9% | -$2.99K | ﹤0.01% | 1182 |
|
|
2024
Q4 | $314K | Buy |
5,394
+341
| +7% | +$21.1K | ﹤0.01% | 1190 |
|
|
2024
Q3 | $328K | Buy |
5,053
+2
| +0% | +$128 | ﹤0.01% | 1157 |
|
|
2024
Q2 | $310K | Sell |
5,051
-64
| -1% | -$3.85K | ﹤0.01% | 1153 |
|
|
2024
Q1 | $317K | Sell |
5,115
-975
| -16% | -$58.6K | ﹤0.01% | 1157 |
|
|
2023
Q4 | $349K | Sell |
6,090
-8,495
| -58% | -$462K | ﹤0.01% | 1075 |
|
|
2023
Q3 | $788K | Buy |
14,585
+395
| +3% | +$22.1K | 0.01% | 754 |
|
|
2023
Q2 | $795K | Buy |
14,190
+605
| +4% | +$33.6K | 0.01% | 764 |
|
|
2023
Q1 | $742K | Buy |
13,585
+40
| +0.3% | +$2.19K | 0.01% | 771 |
|
|
2022
Q4 | $769K | Sell |
13,545
-1,155
| -8% | -$63.7K | 0.01% | 708 |
|
|
2022
Q3 | $744K | Buy |
+14,700
| New | +$794K | 0.01% | 690 |
|
|
2017
Q3 | – | Sell |
-2,000
| Closed | -$66K | – | 1552 |
|
|
2017
Q2 | $66K | Hold |
2,000
| – | – | ﹤0.01% | 1428 |
|
|
2017
Q1 | $62K | Buy |
2,000
+5
| +0.3% | +$153 | ﹤0.01% | 1435 |
|
|
2016
Q4 | $57K | Buy |
1,995
+430
| +27% | +$12.5K | ﹤0.01% | 1544 |
|
|
2016
Q3 | $47K | Buy |
1,565
+5
| +0.3% | +$153 | ﹤0.01% | 1550 |
|
|
2016
Q2 | $46K | Buy |
1,560
+5
| +0.3% | +$146 | ﹤0.01% | 1443 |
|
|
2016
Q1 | $43K | Buy |
1,555
+20
| +1% | +$554 | ﹤0.01% | 1446 |
|
|
2015
Q4 | $46K | Sell |
1,535
-240
| -14% | -$7.13K | ﹤0.01% | 1425 |
|
|
2015
Q3 | $49K | Hold |
1,775
| – | – | ﹤0.01% | 1377 |
|
|
2015
Q2 | $56K | Buy |
1,775
+5
| +0.3% | +$157 | ﹤0.01% | 1378 |
|
|
2015
Q1 | $54K | Hold |
1,770
| – | – | ﹤0.01% | 1403 |
|
|
2014
Q4 | $51K | Sell |
1,770
-90,140
| -98% | -$2.54M | ﹤0.01% | 1425 |
|
|
2014
Q3 | $2.47M | Buy |
91,910
+7,735
| +9% | +$204K | 0.08% | 231 |
|
|
2014
Q2 | $2.16M | Sell |
84,175
-30,835
| -27% | -$762K | 0.07% | 260 |
|
|
2014
Q1 | $2.83M | Buy |
115,010
+52,850
| +85% | +$1.29M | 0.1% | 207 |
|
|
2013
Q4 | $1.45M | Buy |
62,160
+6,340
| +11% | +$143K | 0.05% | 303 |
|
|
2013
Q3 | $1.19M | Buy |
55,820
+54,070
| +3,090% | +$1.15M | 0.05% | 313 |
|
|
2013
Q2 | $35K | Buy |
+1,750
| New | +$35.2K | ﹤0.01% | 1187 |
|
Other funds holding IYH
PCH
PRS
