First Heartland Consultants’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 | $337K | Buy |
+5,963
| New | +$337K | 0.03% | 359 |
|
|
2024
Q4 | – | Sell |
-3,995
| Closed | -$260K | – | 479 |
|
|
2024
Q3 | $260K | Sell |
3,995
-876
| -18% | -$57K | 0.03% | 373 |
|
|
2024
Q2 | $298 | Buy |
4,871
+93
| +2% | +$6 | 0.02% | 345 |
|
|
2024
Q1 | $296K | Buy |
4,778
+18
| +0.4% | +$1.12K | 0.03% | 337 |
|
|
2023
Q4 | $272K | Sell |
4,760
-5
| -0.1% | -$286 | 0.03% | 302 |
|
|
2023
Q3 | $257K | Sell |
4,765
-215
| -4% | -$11.6K | 0.03% | 317 |
|
|
2023
Q2 | $279K | Sell |
4,980
-135
| -3% | -$7.57K | 0.04% | 306 |
|
|
2023
Q1 | $280K | Sell |
5,115
-21,185
| -81% | -$1.16M | 0.04% | 286 |
|
|
2022
Q4 | $1.49M | Buy |
26,300
+19,190
| +270% | +$1.09M | 0.24% | 95 |
|
|
2022
Q3 | $359 | Sell |
7,110
-2,015
| -22% | -$102 | 0.03% | 224 |
|
|
2022
Q2 | $490K | Buy |
9,125
+5
| +0.1% | +$268 | 0.08% | 191 |
|
|
2022
Q1 | $526K | Buy |
9,120
+10
| +0.1% | +$577 | 0.08% | 180 |
|
|
2021
Q4 | $547 | Buy |
9,110
+3,035
| +50% | +$182 | 0.02% | 183 |
|
|
2021
Q3 | $335K | Sell |
6,075
-80
| -1% | -$4.41K | 0.05% | 258 |
|
|
2021
Q2 | $336K | Buy |
6,155
+1,010
| +20% | +$55.1K | 0.05% | 267 |
|
|
2021
Q1 | $260K | Sell |
5,145
-155
| -3% | -$7.83K | 0.04% | 314 |
|
|
2020
Q4 | $261K | Sell |
5,300
-915
| -15% | -$45.1K | 0.04% | 274 |
|
|
2020
Q3 | $282K | Sell |
6,215
-5,675
| -48% | -$257K | 0.05% | 219 |
|
|
2020
Q2 | $513K | Buy |
11,890
+3,745
| +46% | +$162K | 0.1% | 153 |
|
|
2020
Q1 | $306K | Buy |
8,145
+2,175
| +36% | +$81.7K | 0.08% | 185 |
|
|
2019
Q4 | $258K | Sell |
5,970
-13,010
| -69% | -$562K | 0.05% | 253 |
|
|
2019
Q3 | $718K | Sell |
18,980
-1,435
| -7% | -$54.3K | 0.15% | 131 |
|
|
2019
Q2 | $797K | Buy |
20,415
+8,355
| +69% | +$326K | 0.19% | 114 |
|
|
2019
Q1 | $467K | Sell |
12,060
-585
| -5% | -$22.7K | 0.13% | 151 |
|
|
2018
Q4 | $457K | Sell |
12,645
-9,750
| -44% | -$352K | 0.17% | 125 |
|
|
2018
Q3 | $909K | Buy |
22,395
+2,880
| +15% | +$117K | 0.28% | 84 |
|
|
2018
Q2 | $695K | Buy |
19,515
+350
| +2% | +$12.5K | 0.25% | 108 |
|
|
2018
Q1 | $662K | Buy |
19,165
+305
| +2% | +$10.5K | 0.2% | 122 |
|
|
2017
Q4 | $657K | Sell |
18,860
-6,370
| -25% | -$222K | 0.2% | 122 |
|
|
2017
Q3 | $867K | Hold |
25,230
| – | – | 0.21% | 137 |
|
|
2017
Q2 | $839K | Buy |
25,230
+5,380
| +27% | +$179K | 0.22% | 130 |
|
|
2017
Q1 | $618K | Buy |
19,850
+11,450
| +136% | +$356K | 0.17% | 160 |
|
|
2016
Q4 | $242K | Buy |
8,400
+1,035
| +14% | +$29.8K | 0.07% | 280 |
|
|
2016
Q3 | $221K | Buy |
+7,365
| New | +$221K | 0.06% | 284 |
|
|
2015
Q4 | – | Sell |
-8,010
| Closed | -$224K | – | 275 |
|
|
2015
Q3 | $224K | Sell |
8,010
-4,630
| -37% | -$129K | 0.09% | 220 |
|
|
2015
Q2 | $401 | Buy |
12,640
+3,955
| +46% | +$125 | 0.11% | 165 |
|
|
2015
Q1 | $268K | Buy |
8,685
+1,010
| +13% | +$31.2K | 0.1% | 202 |
|
|
2014
Q4 | $221K | Buy |
+7,675
| New | +$221K | 0.09% | 218 |
|
|
2013
Q4 | – | Sell |
-45,175
| Closed | -$979K | – | 227 |
|
|
2013
Q3 | $979K | Sell |
45,175
-2,110
| -4% | -$45.7K | 0.59% | 49 |
|
|
2013
Q2 | $947K | Buy |
+47,285
| New | +$947K | 0.55% | 49 |
|