Financial Counselors Inc’s iShares US Healthcare ETF IYH Stock Holding History

Financial Counselors Inc’s Portfolio IYH Stock Details IYH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$18.5K	﹤0.01%	503
2024 Q3	$349K	Hold	5,376	–	–	0.01%	486
2024 Q2	$329K	Sell	5,376 -24	-0.4%	-$1.44K	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%	+$71.3K	0.01%	471
2023 Q2	$231K	Sell	4,125 -375	-8%	-$20.8K	﹤0.01%	469
2023 Q1	$246K	Buy	4,500 +50	+1%	+$2.74K	0.01%	454
2022 Q4	$253K	Sell	4,450 -875	-16%	-$48.3K	0.01%	451
2022 Q3	$269K	Hold	5,325	–	–	0.01%	430
2022 Q2	$286K	Sell	5,325 -175	-3%	-$9.61K	0.01%	426
2022 Q1	$318K	Buy	5,500 +175	+3%	+$9.77K	0.01%	420
2021 Q4	$320K	Sell	5,325 -750	-12%	-$42.9K	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%	-$10.1K	0.01%	467
2019 Q3	$231K	Hold	6,100	–	–	0.01%	480
2019 Q2	$238K	Sell	6,100 -1,075	-15%	-$40.7K	0.01%	455
2019 Q1	$278K	Sell	7,175 -65	-0.9%	-$2.47K	0.01%	414
2018 Q4	$262K	Sell	7,240 -1,400	-16%	-$53.6K	0.01%	389
2018 Q3	$351K	Sell	8,640 -125	-1%	-$4.82K	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%	-$47.7K	0.01%	395
2017 Q3	$349K	Sell	10,140 -600	-6%	-$20.2K	0.02%	378
2017 Q2	$357K	Sell	10,740 -500	-4%	-$16K	0.02%	372
2017 Q1	$350K	Sell	11,240 -125	-1%	-$3.81K	0.02%	380
2016 Q4	$328K	Buy	+11,365	New	+$329K	0.02%	379
2016 Q2	$386K	Hold	13,015	–	–	0.02%	337
2016 Q1	$366K	Sell	13,015 -325	-2%	-$9K	0.02%	343
2015 Q4	$400K	Sell	13,340 -345	-3%	-$10.3K	0.03%	333
2015 Q3	$383K	Buy	13,685 +200	+1%	+$6.23K	0.03%	330
2015 Q2	$428K	Buy	13,485 +170	+1%	+$5.35K	0.03%	331
2015 Q1	$411K	Sell	13,315 -100	-0.7%	-$3.02K	0.03%	344
2014 Q4	$387K	Sell	13,415 -200	-1%	-$5.63K	0.02%	340
2014 Q3	$366K	Hold	13,615	–	–	0.03%	357
2014 Q2	$349K	Sell	13,615 -250	-2%	-$6.17K	0.02%	354
2014 Q1	$341K	Hold	13,865	–	–	0.02%	351
2013 Q4	$323K	Sell	13,865 -1,400	-9%	-$31.5K	0.02%	340
2013 Q3	$326K	Sell	15,265 -415	-3%	-$8.8K	0.03%	331
2013 Q2	$314K	Buy	+15,680	New	+$315K	0.03%	322