Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $172K | Sell |
2,645
-210
| -7% | -$13.7K | 0.1% | 105 |
|
|
2024
Q2 | $175K | Sell |
2,855
-40
| -1% | -$2.45K | 0.11% | 105 |
|
|
2024
Q1 | $179K | Sell |
2,895
-315
| -10% | -$19.5K | 0.11% | 108 |
|
|
2023
Q4 | $184K | Sell |
3,210
-145
| -4% | -$8.3K | 0.12% | 106 |
|
|
2023
Q3 | $181K | Sell |
3,355
-2,755
| -45% | -$149K | 0.13% | 99 |
|
|
2023
Q2 | $342K | Buy |
6,110
+70
| +1% | +$3.92K | 0.23% | 75 |
|
|
2023
Q1 | $330K | Sell |
6,040
-7,105
| -54% | -$388K | 0.24% | 71 |
|
|
2022
Q4 | $746K | Buy |
+13,145
| New | +$746K | 0.62% | 42 |
|