Dumont & Blake Investment Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $771K | Sell |
15,853
-43
| -0.3% | -$2.09K | 0.2% | 113 |
|
|
2025
Q1 | $839K | Sell |
15,896
-21
| -0.1% | -$1.11K | 0.24% | 105 |
|
|
2024
Q4 | $764K | Sell |
15,917
-264
| -2% | -$12.7K | 0.21% | 112 |
|
|
2024
Q3 | $924K | Sell |
16,181
-16,352
| -50% | -$934K | 0.25% | 98 |
|
|
2024
Q2 | $1.71M | Buy |
32,533
+16,132
| +98% | +$846K | 0.24% | 101 |
|
|
2024
Q1 | $895K | Sell |
16,401
-229
| -1% | -$12.5K | 0.26% | 96 |
|
|
2023
Q4 | $873K | Sell |
16,630
-295
| -2% | -$15.5K | 0.27% | 94 |
|
|
2023
Q3 | $833K | Sell |
16,925
-150
| -0.9% | -$7.38K | 0.28% | 90 |
|
|
2023
Q2 | $874K | Sell |
17,075
-190
| -1% | -$9.73K | 0.28% | 93 |
|
|
2023
Q1 | $854K | Sell |
17,265
-80
| -0.5% | -$3.96K | 0.29% | 89 |
|
|
2022
Q4 | $929K | Sell |
17,345
-155
| -0.9% | -$8.3K | 0.33% | 80 |
|
|
2022
Q3 | $894K | Sell |
17,500
-290
| -2% | -$14.8K | 0.33% | 82 |
|
|
2022
Q2 | $909K | Buy |
17,790
+50
| +0.3% | +$2.56K | 0.3% | 90 |
|
|
2022
Q1 | $1M | Buy |
17,740
+250
| +1% | +$14.1K | 0.27% | 95 |
|
|
2021
Q4 | $1.02M | Buy |
17,490
+125
| +0.7% | +$7.25K | 0.26% | 103 |
|
|
2021
Q3 | $888K | Buy |
17,365
+160
| +0.9% | +$8.18K | 0.25% | 103 |
|
|
2021
Q2 | $917K | Sell |
17,205
-160
| -0.9% | -$8.53K | 0.26% | 102 |
|
|
2021
Q1 | $875K | Buy |
17,365
+325
| +2% | +$16.4K | 0.27% | 104 |
|
|
2020
Q4 | $800K | Buy |
17,040
+325
| +2% | +$15.3K | 0.27% | 101 |
|
|
2020
Q3 | $675K | Buy |
16,715
+745
| +5% | +$30.1K | 0.26% | 103 |
|
|
2020
Q2 | $616K | Buy |
15,970
+400
| +3% | +$15.4K | 0.26% | 102 |
|
|
2020
Q1 | $519K | Sell |
15,570
-675
| -4% | -$22.5K | 0.27% | 99 |
|
|
2019
Q4 | $652K | Buy |
16,245
+400
| +3% | +$16.1K | 0.26% | 109 |
|
|
2019
Q3 | $512K | Buy |
15,845
+700
| +5% | +$22.6K | 0.22% | 115 |
|
|
2019
Q2 | $519K | Buy |
15,145
+25
| +0.2% | +$857 | 0.22% | 113 |
|
|
2019
Q1 | $508K | Buy |
15,120
+35
| +0.2% | +$1.18K | 0.22% | 114 |
|
|
2018
Q4 | $498K | Buy |
+15,085
| New | +$498K | 0.23% | 112 |
|