Financial Life Advisors’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 |
-4,660
| Closed | -$288K | – | 60 |
|
|
2024
Q1 | $288K | Sell |
4,660
-9,490
| -67% | -$587K | 0.12% | 51 |
|
|
2023
Q4 | $810K | Sell |
14,150
-57,330
| -80% | -$3.28M | 0.35% | 32 |
|
|
2023
Q3 | $3.86M | Buy |
71,480
+2,315
| +3% | +$125K | 1.66% | 16 |
|
|
2023
Q2 | $3.88M | Buy |
69,165
+14,215
| +26% | +$797K | 1.62% | 17 |
|
|
2023
Q1 | $3M | Buy |
54,950
+7,285
| +15% | +$398K | 1.29% | 22 |
|
|
2022
Q4 | $2.7M | Buy |
47,665
+42,360
| +798% | +$2.4M | 1.25% | 22 |
|
|
2022
Q3 | $268K | Buy |
+5,305
| New | +$268K | 0.13% | 59 |
|