Glass Jacobson Investment 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 | $941K | Sell |
16,668
-1,804
| -10% | -$102K | 0.36% | 84 |
|
|
2025
Q1 | $1.08M | Hold |
18,472
| – | – | 0.35% | 87 |
|
|
2024
Q4 | $1.08M | Buy |
18,472
+1,325
| +8% | +$77.2K | 0.35% | 87 |
|
|
2024
Q3 | $1.11M | Sell |
17,147
-67
| -0.4% | -$4.36K | 0.37% | 87 |
|
|
2024
Q2 | $1.05M | Buy |
17,214
+411
| +2% | +$25.2K | 0.38% | 81 |
|
|
2024
Q1 | $1.04M | Buy |
16,803
+348
| +2% | +$21.5K | 0.39% | 77 |
|
|
2023
Q4 | $942K | Buy |
16,455
+4,600
| +39% | +$263K | 0.38% | 84 |
|
|
2023
Q3 | $640K | Sell |
11,855
-5
| -0% | -$270 | 0.29% | 100 |
|
|
2023
Q2 | $665K | Buy |
+11,860
| New | +$665K | 0.3% | 98 |
|
|
2022
Q4 | $663K | Buy |
+11,680
| New | +$663K | 0.33% | 93 |
|