First Horizon 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $99.2K | Buy |
1,756
+416
| +31% | +$23.5K | ﹤0.01% | 716 |
|
2025
Q1 | $81.6K | Sell |
1,340
-215
| -14% | -$13.1K | ﹤0.01% | 734 |
|
2024
Q4 | $90.6K | Sell |
1,555
-35
| -2% | -$2.04K | ﹤0.01% | 727 |
|
2024
Q3 | $103K | Hold |
1,590
| – | – | ﹤0.01% | 711 |
|
2024
Q2 | $97.4K | Hold |
1,590
| – | – | ﹤0.01% | 695 |
|
2024
Q1 | $98.4K | Hold |
1,590
| – | – | ﹤0.01% | 698 |
|
2023
Q4 | $91K | Sell |
1,590
-4,875
| -75% | -$279K | ﹤0.01% | 695 |
|
2023
Q3 | $349K | Buy |
6,465
+55
| +0.9% | +$2.97K | 0.01% | 363 |
|
2023
Q2 | $359K | Sell |
6,410
-590
| -8% | -$33.1K | 0.01% | 374 |
|
2023
Q1 | $382K | Sell |
7,000
-1,285
| -16% | -$70.2K | 0.01% | 363 |
|
2022
Q4 | $470K | Sell |
8,285
-1,415
| -15% | -$80.3K | 0.02% | 335 |
|
2022
Q3 | $489K | Buy |
9,700
+6,720
| +226% | +$339K | 0.02% | 313 |
|
2022
Q2 | $160K | Buy |
2,980
+1,610
| +118% | +$86.4K | 0.01% | 513 |
|
2022
Q1 | $79K | Sell |
1,370
-1,695
| -55% | -$97.7K | ﹤0.01% | 533 |
|
2021
Q4 | $183K | Sell |
3,065
-1,995
| -39% | -$119K | 0.01% | 521 |
|
2021
Q3 | $279K | Hold |
5,060
| – | – | 0.01% | 444 |
|
2021
Q2 | $276K | Buy |
5,060
+410
| +9% | +$22.4K | 0.01% | 357 |
|
2021
Q1 | $234K | Buy |
4,650
+2,715
| +140% | +$137K | 0.01% | 357 |
|
2020
Q4 | $94K | Buy |
1,935
+5
| +0.3% | +$243 | 0.01% | 444 |
|
2020
Q3 | $87K | Sell |
1,930
-40
| -2% | -$1.8K | 0.01% | 426 |
|
2020
Q2 | $84K | Buy |
1,970
+600
| +44% | +$25.6K | 0.01% | 421 |
|
2020
Q1 | $51K | Hold |
1,370
| – | – | ﹤0.01% | 479 |
|
2019
Q4 | $59K | Sell |
1,370
-500
| -27% | -$21.5K | ﹤0.01% | 534 |
|
2019
Q3 | $70K | Hold |
1,870
| – | – | 0.01% | 482 |
|
2019
Q2 | $73K | Hold |
1,870
| – | – | 0.01% | 492 |
|
2019
Q1 | $72K | Buy |
1,870
+500
| +36% | +$19.3K | 0.01% | 459 |
|
2018
Q4 | $49K | Buy |
1,370
+500
| +57% | +$17.9K | ﹤0.01% | 517 |
|
2018
Q3 | $35K | Hold |
870
| – | – | ﹤0.01% | 676 |
|
2018
Q2 | $31K | Buy |
870
+620
| +248% | +$22.1K | ﹤0.01% | 737 |
|
2018
Q1 | $8K | Hold |
250
| – | – | ﹤0.01% | 1070 |
|
2017
Q4 | $9K | Sell |
250
-250
| -50% | -$9K | ﹤0.01% | 1063 |
|
2017
Q3 | $17K | Hold |
500
| – | – | ﹤0.01% | 838 |
|
2017
Q2 | $16K | Hold |
500
| – | – | ﹤0.01% | 844 |
|
2017
Q1 | $15K | Sell |
500
-320
| -39% | -$9.6K | ﹤0.01% | 908 |
|
2016
Q4 | $24K | Hold |
820
| – | – | ﹤0.01% | 741 |
|
2016
Q3 | $24K | Buy |
820
+500
| +156% | +$14.6K | ﹤0.01% | 732 |
|
2016
Q2 | $9K | Hold |
320
| – | – | ﹤0.01% | 991 |
|
2016
Q1 | $9K | Buy |
+320
| New | +$9K | ﹤0.01% | 1019 |
|
2015
Q4 | – | Sell |
-1,515
| Closed | -$42K | – | 1321 |
|
2015
Q3 | $42K | Buy |
+1,515
| New | +$42K | 0.01% | 568 |
|
2015
Q2 | – | Sell |
-340
| Closed | -$10K | – | 1459 |
|
2015
Q1 | $10K | Buy |
+340
| New | +$10K | ﹤0.01% | 1045 |
|