Haverford Trust Company’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 | $814K | Buy |
14,410
+140
| +1% | +$7.91K | 0.01% | 248 |
|
|
2025
Q1 | $869K | Hold |
14,270
| – | – | 0.01% | 234 |
|
|
2024
Q4 | $832K | Hold |
14,270
| – | – | 0.01% | 235 |
|
|
2024
Q3 | $928K | Hold |
14,270
| – | – | 0.01% | 234 |
|
|
2024
Q2 | $874K | Hold |
14,270
| – | – | 0.01% | 232 |
|
|
2024
Q1 | $883K | Hold |
14,270
| – | – | 0.01% | 233 |
|
|
2023
Q4 | $817K | Buy |
14,270
+190
| +1% | +$10.9K | 0.01% | 232 |
|
|
2023
Q3 | $761K | Hold |
14,080
| – | – | 0.01% | 224 |
|
|
2023
Q2 | $789K | Hold |
14,080
| – | – | 0.01% | 226 |
|
|
2023
Q1 | $769K | Sell |
14,080
-2,460
| -15% | -$134K | 0.01% | 217 |
|
|
2022
Q4 | $939K | Hold |
16,540
| – | – | 0.01% | 195 |
|
|
2022
Q3 | $847K | Buy |
16,540
+12,725
| +334% | +$652K | 0.01% | 202 |
|
|
2022
Q2 | $205K | Hold |
3,815
| – | – | ﹤0.01% | 325 |
|
|
2022
Q1 | $220K | Hold |
3,815
| – | – | ﹤0.01% | 342 |
|
|
2021
Q4 | $229K | Hold |
3,815
| – | – | ﹤0.01% | 334 |
|
|
2021
Q3 | $211K | Sell |
3,815
-45
| -1% | -$2.49K | ﹤0.01% | 344 |
|
|
2021
Q2 | $211K | Buy |
+3,860
| New | +$211K | ﹤0.01% | 346 |
|