Financial Counselors Inc’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 |
-5,076
| Closed | -$309K | – | 289 |
|
|
2025
Q1 | $309K | Hold |
5,076
| – | – | ﹤0.01% | 496 |
|
|
2024
Q4 | $296K | Sell |
5,076
-300
| -6% | -$17.5K | ﹤0.01% | 503 |
|
|
2024
Q3 | $349K | Hold |
5,376
| – | – | 0.01% | 486 |
|
|
2024
Q2 | $329K | Sell |
5,376
-24
| -0.4% | -$1.47K | 0.01% | 466 |
|
|
2024
Q1 | $334K | Hold |
5,400
| – | – | 0.01% | 482 |
|
|
2023
Q4 | $309K | Hold |
5,400
| – | – | 0.01% | 481 |
|
|
2023
Q3 | $292K | Buy |
5,400
+1,275
| +31% | +$68.9K | 0.01% | 471 |
|
|
2023
Q2 | $231K | Sell |
4,125
-375
| -8% | -$21K | ﹤0.01% | 469 |
|
|
2023
Q1 | $246K | Buy |
4,500
+50
| +1% | +$2.73K | 0.01% | 454 |
|
|
2022
Q4 | $253K | Sell |
4,450
-875
| -16% | -$49.7K | 0.01% | 451 |
|
|
2022
Q3 | $269K | Hold |
5,325
| – | – | 0.01% | 430 |
|
|
2022
Q2 | $286K | Sell |
5,325
-175
| -3% | -$9.4K | 0.01% | 426 |
|
|
2022
Q1 | $318K | Buy |
5,500
+175
| +3% | +$10.1K | 0.01% | 420 |
|
|
2021
Q4 | $320K | Sell |
5,325
-750
| -12% | -$45.1K | 0.01% | 417 |
|
|
2021
Q3 | $335K | Hold |
6,075
| – | – | 0.01% | 428 |
|
|
2021
Q2 | $332K | Hold |
6,075
| – | – | 0.01% | 428 |
|
|
2021
Q1 | $307K | Hold |
6,075
| – | – | 0.01% | 434 |
|
|
2020
Q4 | $299K | Hold |
6,075
| – | – | 0.01% | 436 |
|
|
2020
Q3 | $276K | Buy |
6,075
+225
| +4% | +$10.2K | 0.01% | 414 |
|
|
2020
Q2 | $252K | Hold |
5,850
| – | – | 0.01% | 444 |
|
|
2020
Q1 | $220K | Hold |
5,850
| – | – | 0.01% | 413 |
|
|
2019
Q4 | $252K | Sell |
5,850
-250
| -4% | -$10.8K | 0.01% | 467 |
|
|
2019
Q3 | $231K | Hold |
6,100
| – | – | 0.01% | 480 |
|
|
2019
Q2 | $238K | Sell |
6,100
-1,075
| -15% | -$41.9K | 0.01% | 455 |
|
|
2019
Q1 | $278K | Sell |
7,175
-65
| -0.9% | -$2.52K | 0.01% | 414 |
|
|
2018
Q4 | $262K | Sell |
7,240
-1,400
| -16% | -$50.7K | 0.01% | 389 |
|
|
2018
Q3 | $351K | Sell |
8,640
-125
| -1% | -$5.08K | 0.02% | 378 |
|
|
2018
Q2 | $312K | Hold |
8,765
| – | – | 0.01% | 399 |
|
|
2018
Q1 | $303K | Hold |
8,765
| – | – | 0.01% | 394 |
|
|
2017
Q4 | $305K | Sell |
8,765
-1,375
| -14% | -$47.8K | 0.01% | 395 |
|
|
2017
Q3 | $349K | Sell |
10,140
-600
| -6% | -$20.7K | 0.02% | 378 |
|
|
2017
Q2 | $357K | Sell |
10,740
-500
| -4% | -$16.6K | 0.02% | 372 |
|
|
2017
Q1 | $350K | Sell |
11,240
-125
| -1% | -$3.89K | 0.02% | 380 |
|
|
2016
Q4 | $328K | Buy |
+11,365
| New | +$328K | 0.02% | 379 |
|
|
2016
Q2 | $386K | Hold |
13,015
| – | – | 0.02% | 337 |
|
|
2016
Q1 | $366K | Sell |
13,015
-325
| -2% | -$9.14K | 0.02% | 343 |
|
|
2015
Q4 | $400K | Sell |
13,340
-345
| -3% | -$10.3K | 0.03% | 333 |
|
|
2015
Q3 | $383K | Buy |
13,685
+200
| +1% | +$5.6K | 0.03% | 330 |
|
|
2015
Q2 | $428K | Buy |
13,485
+170
| +1% | +$5.4K | 0.03% | 331 |
|
|
2015
Q1 | $411K | Sell |
13,315
-100
| -0.7% | -$3.09K | 0.03% | 344 |
|
|
2014
Q4 | $387K | Sell |
13,415
-200
| -1% | -$5.77K | 0.02% | 340 |
|
|
2014
Q3 | $366K | Hold |
13,615
| – | – | 0.03% | 357 |
|
|
2014
Q2 | $349K | Sell |
13,615
-250
| -2% | -$6.41K | 0.02% | 354 |
|
|
2014
Q1 | $341K | Hold |
13,865
| – | – | 0.02% | 351 |
|
|
2013
Q4 | $323K | Sell |
13,865
-1,400
| -9% | -$32.6K | 0.02% | 340 |
|
|
2013
Q3 | $326K | Sell |
15,265
-415
| -3% | -$8.86K | 0.03% | 331 |
|
|
2013
Q2 | $314K | Buy |
+15,680
| New | +$314K | 0.03% | 322 |
|