Eldridge Investment Advisors’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 | – | Sell |
-3,888
| Closed | -$237K | – | 160 |
|
|
2025
Q1 | $237K | Sell |
3,888
-2,350
| -38% | -$143K | 0.05% | 145 |
|
|
2024
Q4 | $363K | Sell |
6,238
-773
| -11% | -$45K | 0.08% | 122 |
|
|
2024
Q3 | $456K | Buy |
7,011
+500
| +8% | +$32.5K | 0.11% | 111 |
|
|
2024
Q2 | $399K | Hold |
6,511
| – | – | 0.1% | 110 |
|
|
2024
Q1 | $403K | Buy |
6,511
+1
| +0% | +$62 | 0.1% | 113 |
|
|
2023
Q4 | $373K | Sell |
6,510
-95
| -1% | -$5.44K | 0.1% | 111 |
|
|
2023
Q3 | $357K | Sell |
6,605
-900
| -12% | -$48.6K | 0.12% | 104 |
|
|
2023
Q2 | $421K | Hold |
7,505
| – | – | 0.14% | 93 |
|
|
2023
Q1 | $410K | Buy |
7,505
+5
| +0.1% | +$273 | 0.14% | 92 |
|
|
2022
Q4 | $426K | Hold |
7,500
| – | – | 0.15% | 89 |
|
|
2022
Q3 | $380K | Hold |
7,500
| – | – | 0.15% | 91 |
|
|
2022
Q2 | $403K | Hold |
7,500
| – | – | 0.15% | 82 |
|
|
2022
Q1 | $433K | Hold |
7,500
| – | – | 0.15% | 84 |
|
|
2021
Q4 | $451K | Buy |
7,500
+500
| +7% | +$30.1K | 0.15% | 88 |
|
|
2021
Q3 | $386K | Buy |
7,000
+200
| +3% | +$11K | 0.14% | 85 |
|
|
2021
Q2 | $371K | Buy |
6,800
+900
| +15% | +$49.1K | 0.13% | 82 |
|
|
2021
Q1 | $298K | Hold |
5,900
| – | – | 0.12% | 91 |
|
|
2020
Q4 | $290K | Hold |
5,900
| – | – | 0.12% | 86 |
|
|
2020
Q3 | $268K | Hold |
5,900
| – | – | 0.13% | 86 |
|
|
2020
Q2 | $254K | Buy |
+5,900
| New | +$254K | 0.13% | 84 |
|