Geneos Wealth Management’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 | $709K | Sell |
12,559
-10,663
| -46% | -$602K | 0.02% | 611 |
|
|
2025
Q1 | $1.41M | Buy |
23,222
+14,807
| +176% | +$902K | 0.02% | 570 |
|
|
2024
Q4 | $490K | Buy |
8,415
+101
| +1% | +$5.89K | 0.02% | 599 |
|
|
2024
Q3 | $540K | Sell |
8,314
-499
| -6% | -$32.4K | 0.02% | 542 |
|
|
2024
Q2 | $540K | Buy |
8,813
+137
| +2% | +$8.39K | 0.02% | 477 |
|
|
2024
Q1 | $537K | Sell |
8,676
-334
| -4% | -$20.7K | 0.02% | 480 |
|
|
2023
Q4 | $516K | Sell |
9,010
-590
| -6% | -$33.8K | 0.03% | 479 |
|
|
2023
Q3 | $519K | Buy |
9,600
+1,555
| +19% | +$84K | 0.03% | 455 |
|
|
2023
Q2 | $451K | Buy |
8,045
+760
| +10% | +$42.6K | 0.02% | 480 |
|
|
2023
Q1 | $398K | Buy |
7,285
+570
| +8% | +$31.1K | 0.02% | 488 |
|
|
2022
Q4 | $381K | Hold |
6,715
| – | – | 0.02% | 472 |
|
|
2022
Q3 | $339K | Sell |
6,715
-6,890
| -51% | -$348K | 0.02% | 472 |
|
|
2022
Q2 | $740K | Hold |
13,605
| – | – | 0.04% | 400 |
|
|
2022
Q1 | $785K | Sell |
13,605
-770
| -5% | -$44.4K | 0.03% | 423 |
|
|
2021
Q4 | $863K | Sell |
14,375
-845
| -6% | -$50.7K | 0.03% | 438 |
|
|
2021
Q3 | $839K | Hold |
15,220
| – | – | 0.03% | 435 |
|
|
2021
Q2 | $844K | Sell |
15,220
-120
| -0.8% | -$6.65K | 0.03% | 415 |
|
|
2021
Q1 | $806K | Sell |
15,340
-1,735
| -10% | -$91.2K | 0.02% | 494 |
|
|
2020
Q4 | $857K | Sell |
17,075
-6,350
| -27% | -$319K | 0.03% | 395 |
|
|
2020
Q3 | $1.04M | Sell |
23,425
-7,350
| -24% | -$326K | 0.05% | 281 |
|
|
2020
Q2 | $1.3M | Sell |
30,775
-2,490
| -7% | -$105K | 0.07% | 248 |
|
|
2020
Q1 | $1.2M | Sell |
33,265
-1,315
| -4% | -$47.3K | 0.08% | 227 |
|
|
2019
Q4 | $1.5M | Sell |
34,580
-185
| -0.5% | -$8K | 0.08% | 243 |
|
|
2019
Q3 | $1.3M | Sell |
34,765
-4,905
| -12% | -$184K | 0.08% | 236 |
|
|
2019
Q2 | $1.55M | Sell |
39,670
-47,365
| -54% | -$1.85M | 0.1% | 207 |
|
|
2019
Q1 | $3.37M | Sell |
87,035
-68,320
| -44% | -$2.65M | 0.22% | 119 |
|
|
2018
Q4 | $5.54M | Buy |
155,355
+42,610
| +38% | +$1.52M | 0.41% | 55 |
|
|
2018
Q3 | $4.6M | Buy |
112,745
+87,030
| +338% | +$3.55M | 0.31% | 87 |
|
|
2018
Q2 | $916K | Sell |
25,715
-3,360
| -12% | -$120K | 0.07% | 233 |
|
|
2018
Q1 | $1M | Sell |
29,075
-2,305
| -7% | -$79.5K | 0.09% | 212 |
|
|
2017
Q4 | $1.09M | Buy |
31,380
+7,515
| +31% | +$262K | 0.1% | 194 |
|
|
2017
Q3 | $820K | Sell |
23,865
-1,205
| -5% | -$41.4K | 0.08% | 226 |
|
|
2017
Q2 | $833K | Sell |
25,070
-1,390
| -5% | -$46.2K | 0.09% | 217 |
|
|
2017
Q1 | $824K | Sell |
26,460
-1,065
| -4% | -$33.2K | 0.09% | 202 |
|
|
2016
Q4 | $793K | Sell |
27,525
-1,705
| -6% | -$49.1K | 0.1% | 188 |
|
|
2016
Q3 | $878K | Sell |
29,230
-475
| -2% | -$14.3K | 0.12% | 173 |
|
|
2016
Q2 | $887K | Sell |
29,705
-1,220
| -4% | -$36.4K | 0.13% | 165 |
|
|
2016
Q1 | $880K | Buy |
+30,925
| New | +$880K | 0.13% | 162 |
|