Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.4K | Hold |
750
| – | – | 0.01% | 197 |
|
|
2025
Q1 | $45.7K | Hold |
750
| – | – | 0.01% | 180 |
|
|
2024
Q4 | $43.7K | Hold |
750
| – | – | 0.01% | 165 |
|
|
2024
Q3 | $48.8K | Hold |
750
| – | – | 0.01% | 170 |
|
|
2024
Q2 | $46K | Hold |
750
| – | – | 0.01% | 154 |
|
|
2024
Q1 | $46.4K | Hold |
750
| – | – | 0.01% | 159 |
|
|
2023
Q4 | $42.9K | Hold |
750
| – | – | 0.01% | 151 |
|
|
2023
Q3 | $40.5K | Hold |
750
| – | – | 0.01% | 141 |
|
|
2023
Q2 | $42K | Hold |
750
| – | – | 0.01% | 150 |
|
|
2023
Q1 | $41K | Hold |
750
| – | – | 0.01% | 137 |
|
|
2022
Q4 | $42.6K | Hold |
750
| – | – | 0.01% | 153 |
|
|
2022
Q3 | $38K | Hold |
750
| – | – | 0.01% | 143 |
|
|
2022
Q2 | $40K | Hold |
750
| – | – | 0.01% | 156 |
|
|
2022
Q1 | $43K | Hold |
750
| – | – | 0.01% | 159 |
|
|
2021
Q4 | $45K | Hold |
750
| – | – | 0.01% | 172 |
|
|
2021
Q3 | $41K | Hold |
750
| – | – | 0.01% | 167 |
|
|
2021
Q2 | $41K | Hold |
750
| – | – | 0.01% | 187 |
|
|
2021
Q1 | $38K | Sell |
750
-4,615
| -86% | -$234K | 0.01% | 158 |
|
|
2020
Q4 | $264K | Hold |
5,365
| – | – | 0.09% | 123 |
|
|
2020
Q3 | $244K | Sell |
5,365
-1,800
| -25% | -$81.9K | 0.11% | 101 |
|
|
2020
Q2 | $309K | Hold |
7,165
| – | – | 0.13% | 106 |
|
|
2020
Q1 | $269K | Hold |
7,165
| – | – | 0.13% | 103 |
|
|
2019
Q4 | $309K | Hold |
7,165
| – | – | 0.11% | 116 |
|
|
2019
Q3 | $271K | Hold |
7,165
| – | – | 0.1% | 112 |
|
|
2019
Q2 | $280K | Hold |
7,165
| – | – | 0.11% | 103 |
|
|
2019
Q1 | $278K | Hold |
7,165
| – | – | 0.12% | 107 |
|
|
2018
Q4 | $259K | Buy |
+7,165
| New | +$259K | 0.11% | 102 |
|