HB Wealth Management’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 | $295K | Hold |
5,226
| – | – | ﹤0.01% | 927 |
|
|
2025
Q1 | $318K | Buy |
5,226
+541
| +12% | +$32.9K | ﹤0.01% | 923 |
|
|
2024
Q4 | $273K | Hold |
4,685
| – | – | ﹤0.01% | 833 |
|
|
2024
Q3 | $305K | Hold |
4,685
| – | – | ﹤0.01% | 750 |
|
|
2024
Q2 | $287K | Sell |
4,685
-2,215
| -32% | -$136K | ﹤0.01% | 717 |
|
|
2024
Q1 | $427K | Buy |
6,900
+635
| +10% | +$39.3K | 0.01% | 547 |
|
|
2023
Q4 | $359K | Sell |
6,265
-515
| -8% | -$29.5K | 0.01% | 547 |
|
|
2023
Q3 | $366K | Hold |
6,780
| – | – | 0.01% | 516 |
|
|
2023
Q2 | $380K | Hold |
6,780
| – | – | 0.01% | 488 |
|
|
2023
Q1 | $370K | Hold |
6,780
| – | – | 0.01% | 483 |
|
|
2022
Q4 | $385K | Hold |
6,780
| – | – | 0.01% | 457 |
|
|
2022
Q3 | $343K | Sell |
6,780
-1,210
| -15% | -$61.2K | 0.01% | 413 |
|
|
2022
Q2 | $430K | Hold |
7,990
| – | – | 0.01% | 371 |
|
|
2022
Q1 | $461K | Hold |
7,990
| – | – | 0.01% | 361 |
|
|
2021
Q4 | $480K | Buy |
+7,990
| New | +$480K | 0.01% | 317 |
|