Financial Advocates Investment 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
Q2 | – | Sell |
-6,489
| Closed | -$661K | – | 759 |
|
|
2024
Q1 | $661K | Buy |
+6,489
| New | +$661K | 0.04% | 395 |
|
|
2023
Q4 | – | Sell |
-193,930
| Closed | -$1.92M | – | 748 |
|
|
2023
Q3 | $1.92M | Buy |
+193,930
| New | +$1.92M | 0.14% | 166 |
|
|
2023
Q2 | – | Sell |
-55,935
| Closed | -$1.05M | – | 733 |
|
|
2023
Q1 | $1.05M | Buy |
55,935
+27,255
| +95% | +$513K | 0.08% | 276 |
|
|
2022
Q4 | $443K | Buy |
+28,680
| New | +$443K | 0.03% | 465 |
|