Gryphon Financial 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 | $237K | Sell |
4,193
-17
| -0.4% | -$960 | 0.03% | 275 |
|
|
2025
Q1 | $256K | Sell |
4,210
-875
| -17% | -$53.3K | 0.04% | 240 |
|
|
2024
Q4 | $296K | Hold |
5,085
| – | – | 0.04% | 207 |
|
|
2024
Q3 | $331K | Sell |
5,085
-295
| -5% | -$19.2K | 0.04% | 213 |
|
|
2024
Q2 | $330K | Hold |
5,380
| – | – | 0.05% | 211 |
|
|
2024
Q1 | $333K | Hold |
5,380
| – | – | 0.06% | 199 |
|
|
2023
Q4 | $308K | Hold |
5,380
| – | – | 0.05% | 187 |
|
|
2023
Q3 | $291K | Hold |
5,380
| – | – | 0.07% | 145 |
|
|
2023
Q2 | $302K | Sell |
5,380
-545
| -9% | -$30.5K | 0.07% | 149 |
|
|
2023
Q1 | $324K | Sell |
5,925
-1,155
| -16% | -$63.1K | 0.07% | 141 |
|
|
2022
Q4 | $402K | Hold |
7,080
| – | – | 0.1% | 117 |
|
|
2022
Q3 | $358K | Buy |
7,080
+545
| +8% | +$27.6K | 0.09% | 131 |
|
|
2022
Q2 | $351K | Sell |
6,535
-50
| -0.8% | -$2.69K | 0.09% | 132 |
|
|
2022
Q1 | $380K | Hold |
6,585
| – | – | 0.08% | 136 |
|
|
2021
Q4 | $396K | Sell |
6,585
-420
| -6% | -$25.3K | 0.08% | 143 |
|
|
2021
Q3 | $387K | Sell |
7,005
-575
| -8% | -$31.8K | 0.09% | 124 |
|
|
2021
Q2 | $413K | Sell |
7,580
-580
| -7% | -$31.6K | 0.09% | 114 |
|
|
2021
Q1 | $412K | Buy |
8,160
+1,155
| +16% | +$58.3K | 0.09% | 112 |
|
|
2020
Q4 | $345K | Buy |
7,005
+1,415
| +25% | +$69.7K | 0.09% | 114 |
|
|
2020
Q3 | $254K | Buy |
5,590
+710
| +15% | +$32.3K | 0.08% | 126 |
|
|
2020
Q2 | $211K | Buy |
+4,880
| New | +$211K | 0.07% | 120 |
|
|
2018
Q3 | – | Sell |
-1,100
| Closed | -$39K | – | 515 |
|
|
2018
Q2 | $39K | Hold |
1,100
| – | – | 0.02% | 270 |
|
|
2018
Q1 | $38K | Sell |
1,100
-505
| -31% | -$17.4K | 0.02% | 264 |
|
|
2017
Q4 | $56K | Buy |
+1,605
| New | +$56K | 0.03% | 226 |
|