Daymark Wealth Partners’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 | $494K | Sell |
8,745
-48
| -0.5% | -$2.71K | 0.02% | 356 |
|
|
2025
Q1 | $535K | Buy |
8,793
+2
| +0% | +$122 | 0.02% | 321 |
|
|
2024
Q4 | $512K | Sell |
8,791
-722
| -8% | -$42.1K | 0.02% | 313 |
|
|
2024
Q3 | $618K | Sell |
9,513
-666
| -7% | -$43.3K | 0.03% | 305 |
|
|
2024
Q2 | $624K | Buy |
10,179
+2,094
| +26% | +$128K | 0.03% | 297 |
|
|
2024
Q1 | $500K | Hold |
8,085
| – | – | 0.03% | 266 |
|
|
2023
Q4 | $463K | Hold |
8,085
| – | – | 0.03% | 265 |
|
|
2023
Q3 | $437K | Buy |
+8,085
| New | +$437K | 0.03% | 255 |
|