Great Valley Advisor Group’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 | $901K | Sell |
15,954
-1,332
| -8% | -$75.2K | 0.02% | 476 |
|
|
2025
Q1 | $1.05M | Buy |
17,286
+185
| +1% | +$11.3K | 0.02% | 444 |
|
|
2024
Q4 | $997K | Sell |
17,101
-613
| -3% | -$35.7K | 0.02% | 443 |
|
|
2024
Q3 | $1.15M | Buy |
17,714
+1,878
| +12% | +$122K | 0.03% | 403 |
|
|
2024
Q2 | $971K | Buy |
15,836
+42
| +0.3% | +$2.57K | 0.03% | 392 |
|
|
2024
Q1 | $978K | Buy |
15,794
+4,529
| +40% | +$280K | 0.03% | 374 |
|
|
2023
Q4 | $644K | Sell |
11,265
-1,155
| -9% | -$66.1K | 0.02% | 408 |
|
|
2023
Q3 | $671K | Buy |
12,420
+25
| +0.2% | +$1.35K | 0.03% | 382 |
|
|
2023
Q2 | $695K | Sell |
12,395
-390
| -3% | -$21.9K | 0.03% | 377 |
|
|
2023
Q1 | $698K | Buy |
12,785
+35
| +0.3% | +$1.91K | 0.03% | 372 |
|
|
2022
Q4 | $724K | Buy |
12,750
+395
| +3% | +$22.4K | 0.04% | 373 |
|
|
2022
Q3 | $625K | Buy |
12,355
+95
| +0.8% | +$4.81K | 0.04% | 381 |
|
|
2022
Q2 | $659K | Buy |
12,260
+1,460
| +14% | +$78.5K | 0.04% | 376 |
|
|
2022
Q1 | $624K | Buy |
10,800
+175
| +2% | +$10.1K | 0.04% | 355 |
|
|
2021
Q4 | $638K | Buy |
10,625
+325
| +3% | +$19.5K | 0.04% | 342 |
|
|
2021
Q3 | $568K | Buy |
10,300
+1,230
| +14% | +$67.8K | 0.04% | 332 |
|
|
2021
Q2 | $495K | Buy |
+9,070
| New | +$495K | 0.04% | 354 |
|