Fort Point Capital Partners’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 | $763K | Sell |
13,518
-1,730
| -11% | -$97.7K | 0.06% | 162 |
|
|
2025
Q1 | $928K | Sell |
15,248
-278
| -2% | -$16.9K | 0.1% | 131 |
|
|
2024
Q4 | $905K | Sell |
15,526
-318
| -2% | -$18.5K | 0.1% | 129 |
|
|
2024
Q3 | $1.03M | Buy |
15,844
+203
| +1% | +$13.2K | 0.13% | 109 |
|
|
2024
Q2 | $958K | Buy |
15,641
+1
| +0% | +$61 | 0.12% | 117 |
|
|
2024
Q1 | $968K | Sell |
15,640
-140
| -0.9% | -$8.67K | 0.13% | 119 |
|
|
2023
Q4 | $903K | Sell |
15,780
-770
| -5% | -$44.1K | 0.13% | 108 |
|
|
2023
Q3 | $894K | Buy |
16,550
+50
| +0.3% | +$2.7K | 0.14% | 94 |
|
|
2023
Q2 | $925K | Sell |
16,500
-55,920
| -77% | -$3.13M | 0.13% | 94 |
|
|
2023
Q1 | $3.95M | Buy |
72,420
+835
| +1% | +$45.6K | 0.6% | 36 |
|
|
2022
Q4 | $4.06M | Buy |
71,585
+905
| +1% | +$51.4K | 0.63% | 35 |
|
|
2022
Q3 | $3.58M | Buy |
70,680
+3,875
| +6% | +$196K | 0.6% | 40 |
|
|
2022
Q2 | $3.59M | Sell |
66,805
-55
| -0.1% | -$2.96K | 0.59% | 40 |
|
|
2022
Q1 | $3.86M | Buy |
66,860
+51,450
| +334% | +$2.97M | 0.54% | 42 |
|
|
2021
Q4 | $926K | Sell |
15,410
-200
| -1% | -$12K | 0.12% | 101 |
|
|
2021
Q3 | $861K | Buy |
+15,610
| New | +$861K | 0.13% | 90 |
|