EP Wealth 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 | $530K | Buy |
9,384
+643
| +7% | +$36.3K | ﹤0.01% | 760 |
|
|
2025
Q1 | $532K | Sell |
8,741
-935
| -10% | -$56.9K | ﹤0.01% | 683 |
|
|
2024
Q4 | $564K | Sell |
9,676
-605
| -6% | -$35.3K | ﹤0.01% | 652 |
|
|
2024
Q3 | $668K | Sell |
10,281
-1,279
| -11% | -$83.1K | 0.01% | 603 |
|
|
2024
Q2 | $708K | Sell |
11,560
-15,071
| -57% | -$923K | 0.01% | 463 |
|
|
2024
Q1 | $1.65M | Sell |
26,631
-117,079
| -81% | -$7.25M | 0.02% | 295 |
|
|
2023
Q4 | $8.23M | Buy |
143,710
+129,020
| +878% | +$7.39M | 0.1% | 120 |
|
|
2023
Q3 | $794K | Sell |
14,690
-50,585
| -77% | -$2.73M | 0.01% | 370 |
|
|
2023
Q2 | $552K | Buy |
65,275
+40,415
| +163% | +$341K | 0.01% | 448 |
|
|
2023
Q1 | $322K | Buy |
24,860
+14,125
| +132% | +$183K | 0.01% | 475 |
|
|
2022
Q4 | $609K | Buy |
+10,735
| New | +$609K | 0.01% | 348 |
|
|
2022
Q3 | – | Sell |
-3,000
| Closed | -$161K | – | 484 |
|
|
2022
Q2 | $161K | Sell |
3,000
-350
| -10% | -$18.8K | ﹤0.01% | 602 |
|
|
2022
Q1 | $193K | Buy |
+3,350
| New | +$193K | ﹤0.01% | 580 |
|