Duncker Streett & Co’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 | $30.3K | Hold |
536
| – | – | 0.01% | 351 |
|
|
2025
Q1 | $32.6K | Hold |
536
| – | – | 0.01% | 339 |
|
|
2024
Q4 | $31.2K | Sell |
536
-314
| -37% | -$18.3K | 0.01% | 355 |
|
|
2024
Q3 | $55.3K | Hold |
850
| – | – | 0.01% | 317 |
|
|
2024
Q2 | $52.1K | Hold |
850
| – | – | 0.01% | 315 |
|
|
2024
Q1 | $52.6K | Sell |
850
-1,000
| -54% | -$61.9K | 0.01% | 315 |
|
|
2023
Q4 | $106K | Hold |
1,850
| – | – | 0.02% | 266 |
|
|
2023
Q3 | $99.9K | Hold |
1,850
| – | – | 0.02% | 259 |
|
|
2023
Q2 | $104K | Hold |
1,850
| – | – | 0.02% | 253 |
|
|
2023
Q1 | $101K | Sell |
1,850
-350
| -16% | -$19.1K | 0.02% | 246 |
|
|
2022
Q4 | $125K | Hold |
2,200
| – | – | 0.03% | 238 |
|
|
2022
Q3 | $111K | Sell |
2,200
-315
| -13% | -$15.9K | 0.03% | 246 |
|
|
2022
Q2 | $135K | Hold |
2,515
| – | – | 0.03% | 241 |
|
|
2022
Q1 | $145K | Sell |
2,515
-640
| -20% | -$36.9K | 0.03% | 248 |
|
|
2021
Q4 | $189K | Buy |
3,155
+5
| +0.2% | +$300 | 0.03% | 247 |
|
|
2021
Q3 | $174K | Hold |
3,150
| – | – | 0.03% | 245 |
|
|
2021
Q2 | $172K | Hold |
3,150
| – | – | 0.03% | 243 |
|
|
2021
Q1 | $159K | Hold |
3,150
| – | – | 0.03% | 251 |
|
|
2020
Q4 | $155K | Hold |
3,150
| – | – | 0.03% | 243 |
|
|
2020
Q3 | $143K | Sell |
3,150
-70
| -2% | -$3.18K | 0.03% | 245 |
|
|
2020
Q2 | $139K | Buy |
3,220
+5
| +0.2% | +$216 | 0.03% | 248 |
|
|
2020
Q1 | $121K | Hold |
3,215
| – | – | 0.03% | 257 |
|
|
2019
Q4 | $139K | Buy |
+3,215
| New | +$139K | 0.03% | 270 |
|
|
2019
Q3 | – | Sell |
-3,660
| Closed | -$143K | – | 377 |
|
|
2019
Q2 | $143K | Sell |
3,660
-495
| -12% | -$19.3K | 0.03% | 274 |
|
|
2019
Q1 | $161K | Buy |
4,155
+515
| +14% | +$20K | 0.04% | 268 |
|
|
2018
Q4 | $132K | Buy |
3,640
+5
| +0.1% | +$181 | 0.04% | 266 |
|
|
2018
Q3 | $147K | Buy |
3,635
+5
| +0.1% | +$202 | 0.03% | 284 |
|
|
2018
Q2 | $129K | Sell |
3,630
-250
| -6% | -$8.88K | 0.03% | 285 |
|
|
2018
Q1 | $134K | Buy |
3,880
+5
| +0.1% | +$173 | 0.03% | 282 |
|
|
2017
Q4 | $135K | Buy |
3,875
+10
| +0.3% | +$348 | 0.03% | 293 |
|
|
2017
Q3 | $133K | Buy |
3,865
+5
| +0.1% | +$172 | 0.04% | 281 |
|
|
2017
Q2 | $128K | Hold |
3,860
| – | – | 0.04% | 282 |
|
|
2017
Q1 | $120K | Buy |
3,860
+605
| +19% | +$18.8K | 0.04% | 294 |
|
|
2016
Q4 | $94K | Sell |
3,255
-490
| -13% | -$14.2K | 0.03% | 315 |
|
|
2016
Q3 | $113K | Hold |
3,745
| – | – | 0.04% | 277 |
|
|
2016
Q2 | $111K | Hold |
3,745
| – | – | 0.04% | 275 |
|
|
2016
Q1 | $105K | Buy |
3,745
+10
| +0.3% | +$280 | 0.04% | 275 |
|
|
2015
Q4 | $112K | Buy |
3,735
+5
| +0.1% | +$150 | 0.04% | 280 |
|
|
2015
Q3 | $104K | Hold |
3,730
| – | – | 0.04% | 291 |
|
|
2015
Q2 | $118K | Hold |
3,730
| – | – | 0.04% | 288 |
|
|
2015
Q1 | $115K | Buy |
3,730
+5
| +0.1% | +$154 | 0.04% | 287 |
|
|
2014
Q4 | $107K | Hold |
3,725
| – | – | 0.04% | 301 |
|
|
2014
Q3 | $100K | Hold |
3,725
| – | – | 0.03% | 314 |
|
|
2014
Q2 | $95K | Buy |
3,725
+5
| +0.1% | +$128 | 0.03% | 330 |
|
|
2014
Q1 | $92K | Hold |
3,720
| – | – | 0.03% | 317 |
|
|
2013
Q4 | $87K | Buy |
3,720
+5
| +0.1% | +$117 | 0.03% | 313 |
|
|
2013
Q3 | $79K | Hold |
3,715
| – | – | 0.03% | 305 |
|
|
2013
Q2 | $74K | Buy |
+3,715
| New | +$74K | 0.03% | 317 |
|