Gladstone Institutional Advisory’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 | $1.23M | Buy |
21,729
+6,162
| +40% | +$348K | 0.05% | 312 |
|
|
2025
Q1 | $948K | Buy |
15,567
+5,387
| +53% | +$328K | 0.04% | 333 |
|
|
2024
Q4 | $593K | Buy |
10,180
+1,640
| +19% | +$95.6K | 0.03% | 428 |
|
|
2024
Q3 | $555K | Sell |
8,540
-3,148
| -27% | -$205K | 0.03% | 426 |
|
|
2024
Q2 | $716K | Sell |
11,688
-3,414
| -23% | -$209K | 0.04% | 357 |
|
|
2024
Q1 | $935K | Sell |
15,102
-10,233
| -40% | -$633K | 0.05% | 297 |
|
|
2023
Q4 | $1.45M | Sell |
25,335
-540
| -2% | -$30.9K | 0.08% | 242 |
|
|
2023
Q3 | $1.4M | Buy |
25,875
+190
| +0.7% | +$10.3K | 0.09% | 229 |
|
|
2023
Q2 | $1.44M | Buy |
25,685
+25
| +0.1% | +$1.4K | 0.09% | 227 |
|
|
2023
Q1 | $1.4M | Buy |
25,660
+170
| +0.7% | +$9.28K | 0.09% | 237 |
|
|
2022
Q4 | $1.45M | Sell |
25,490
-230
| -0.9% | -$13.1K | 0.1% | 229 |
|
|
2022
Q3 | $1.3M | Buy |
25,720
+45
| +0.2% | +$2.28K | 0.1% | 231 |
|
|
2022
Q2 | $1.38M | Sell |
25,675
-1,220
| -5% | -$65.6K | 0.11% | 217 |
|
|
2022
Q1 | $1.55M | Buy |
26,895
+1,800
| +7% | +$104K | 0.11% | 220 |
|
|
2021
Q4 | $1.51M | Buy |
25,095
+17,565
| +233% | +$1.06M | 0.12% | 224 |
|
|
2021
Q3 | $416K | Buy |
7,530
+2,910
| +63% | +$161K | 0.04% | 369 |
|
|
2021
Q2 | $252K | Buy |
+4,620
| New | +$252K | 0.03% | 440 |
|