Global Retirement 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 | $103K | Buy |
+1,825
| New | +$103K | ﹤0.01% | 1422 |
|
|
2024
Q4 | $89.5K | Sell |
1,535
-1,385
| -47% | -$80.7K | ﹤0.01% | 1337 |
|
|
2024
Q3 | $190K | Buy |
2,920
+480
| +20% | +$31.2K | 0.01% | 931 |
|
|
2024
Q2 | $149K | Sell |
2,440
-1,895
| -44% | -$116K | ﹤0.01% | 1010 |
|
|
2024
Q1 | $268K | Sell |
4,335
-6,090
| -58% | -$377K | 0.01% | 696 |
|
|
2023
Q4 | $610K | Sell |
10,425
-2,750
| -21% | -$161K | 0.03% | 446 |
|
|
2023
Q3 | $706K | Sell |
13,175
-535
| -4% | -$28.7K | 0.04% | 364 |
|
|
2023
Q2 | $768K | Buy |
13,710
+40
| +0.3% | +$2.24K | 0.04% | 360 |
|
|
2023
Q1 | $769K | Sell |
13,670
-745
| -5% | -$41.9K | 0.04% | 353 |
|
|
2022
Q4 | $818K | Sell |
14,415
-480
| -3% | -$27.2K | 0.06% | 285 |
|
|
2022
Q3 | $823K | Sell |
14,895
-330
| -2% | -$18.2K | 0.06% | 277 |
|
|
2022
Q2 | $819K | Sell |
15,225
-350
| -2% | -$18.8K | 0.07% | 273 |
|
|
2022
Q1 | $853K | Buy |
+15,575
| New | +$853K | 0.07% | 267 |
|
|
2021
Q4 | – | Sell |
-17,115
| Closed | -$944K | – | 1052 |
|
|
2021
Q3 | $944K | Sell |
17,115
-200
| -1% | -$11K | 0.09% | 196 |
|
|
2021
Q2 | $945K | Sell |
17,315
-30
| -0.2% | -$1.64K | 0.1% | 198 |
|
|
2021
Q1 | $876K | Sell |
17,345
-745
| -4% | -$37.6K | 0.1% | 182 |
|
|
2020
Q4 | $890K | Buy |
18,090
+610
| +3% | +$30K | 0.11% | 168 |
|
|
2020
Q3 | $794K | Buy |
17,480
+155
| +0.9% | +$7.04K | 0.12% | 172 |
|
|
2020
Q2 | $747K | Sell |
17,325
-370
| -2% | -$16K | 0.12% | 170 |
|
|
2020
Q1 | $665K | Buy |
17,695
+1,575
| +10% | +$59.2K | 0.13% | 162 |
|
|
2019
Q4 | $695K | Sell |
16,120
-2,180
| -12% | -$94K | 0.11% | 184 |
|
|
2019
Q3 | $692K | Sell |
18,300
-2,010
| -10% | -$76K | 0.11% | 178 |
|
|
2019
Q2 | $793K | Buy |
20,310
+9,800
| +93% | +$383K | 0.15% | 134 |
|
|
2019
Q1 | $407K | Sell |
10,510
-400
| -4% | -$15.5K | 0.1% | 183 |
|
|
2018
Q4 | $395K | Sell |
10,910
-810
| -7% | -$29.3K | 0.1% | 197 |
|
|
2018
Q3 | $476K | Buy |
11,720
+590
| +5% | +$24K | 0.11% | 174 |
|
|
2018
Q2 | $397K | Buy |
11,130
+945
| +9% | +$33.7K | 0.1% | 192 |
|
|
2018
Q1 | $352K | Buy |
10,185
+1,310
| +15% | +$45.3K | 0.1% | 202 |
|
|
2017
Q4 | $309K | Buy |
8,875
+160
| +2% | +$5.57K | 0.08% | 207 |
|
|
2017
Q3 | $300K | Buy |
8,715
+50
| +0.6% | +$1.72K | 0.12% | 166 |
|
|
2017
Q2 | $288K | Buy |
8,665
+165
| +2% | +$5.48K | 0.14% | 146 |
|
|
2017
Q1 | $265K | Hold |
8,500
| – | – | 0.15% | 136 |
|
|
2016
Q4 | $245K | Buy |
+8,500
| New | +$245K | 0.16% | 122 |
|