First Citizens Financial Corp’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 | $5.47M | Sell |
96,775
-12,029
| -11% | -$679K | 3.01% | 6 |
|
2025
Q1 | $6.63M | Sell |
108,804
-1,128
| -1% | -$68.7K | 3.75% | 4 |
|
2024
Q4 | $6.41M | Sell |
109,932
-528
| -0.5% | -$30.8K | 3.48% | 5 |
|
2024
Q3 | $7.18M | Sell |
110,460
-321
| -0.3% | -$20.9K | 3.8% | 3 |
|
2024
Q2 | $6.79M | Buy |
110,781
+4
| +0% | +$245 | 4.02% | 3 |
|
2024
Q1 | $6.86M | Buy |
110,777
+2,967
| +3% | +$184K | 4.07% | 3 |
|
2023
Q4 | $6.17M | Sell |
107,810
-660
| -0.6% | -$37.8K | 3.96% | 3 |
|
2023
Q3 | $5.86M | Sell |
108,470
-3,870
| -3% | -$209K | 4.13% | 3 |
|
2023
Q2 | $6.3M | Buy |
+112,340
| New | +$6.3M | 4.28% | 3 |
|
2022
Q4 | $5.1M | Sell |
89,935
-1,045
| -1% | -$59.3K | 4.41% | 4 |
|
2022
Q3 | $4.6M | Sell |
90,980
-1,620
| -2% | -$82K | 4.53% | 4 |
|
2022
Q2 | $4.98M | Sell |
92,600
-675
| -0.7% | -$36.3K | 4.39% | 5 |
|
2022
Q1 | $5.39M | Buy |
93,275
+1,790
| +2% | +$103K | 4.05% | 4 |
|
2021
Q4 | $5.5M | Sell |
91,485
-1,630
| -2% | -$97.9K | 4.02% | 6 |
|
2021
Q3 | $5.14M | Sell |
93,115
-520
| -0.6% | -$28.7K | 4.1% | 6 |
|
2021
Q2 | $5.11M | Buy |
93,635
+710
| +0.8% | +$38.7K | 3.86% | 7 |
|
2021
Q1 | $4.69M | Sell |
92,925
-3,050
| -3% | -$154K | 3.83% | 7 |
|
2020
Q4 | $4.67M | Buy |
95,975
+785
| +0.8% | +$38.2K | 4.07% | 6 |
|
2020
Q3 | $4.33M | Sell |
95,190
-3,130
| -3% | -$142K | 4.28% | 5 |
|
2020
Q2 | $4.24M | Buy |
98,320
+3,130
| +3% | +$135K | 4.42% | 5 |
|
2020
Q1 | $3.58M | Buy |
95,190
+3,800
| +4% | +$143K | 4.7% | 5 |
|
2019
Q4 | $3.94M | Buy |
+91,390
| New | +$3.94M | 3.89% | 7 |
|