HA
HC Advisors’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.97M | Buy |
70,257
+2,027
| +3% | +$114K | 2.8% | 12 |
|
|
2025
Q1 | $4.15M | Buy |
68,230
+4,058
| +6% | +$247K | 3.11% | 12 |
|
|
2024
Q4 | $3.74M | Sell |
64,172
-528
| -0.8% | -$30.8K | 3% | 11 |
|
|
2024
Q3 | $4.21M | Buy |
64,700
+3,300
| +5% | +$215K | 3.46% | 10 |
|
|
2024
Q2 | $3.76M | Buy |
61,400
+5,040
| +9% | +$309K | 3.47% | 8 |
|
|
2024
Q1 | $3.49M | Buy |
56,360
+45,607
| +424% | +$2.82M | 1.66% | 16 |
|
|
2023
Q4 | $3.08M | Sell |
10,753
-5,064
| -32% | -$1.45M | 1.72% | 15 |
|
|
2023
Q3 | $4.27M | Sell |
15,817
-395
| -2% | -$107K | 2.54% | 11 |
|
|
2023
Q2 | $4.54M | Buy |
16,212
+13
| +0.1% | +$3.64K | 2.64% | 10 |
|
|
2023
Q1 | $4.42M | Buy |
16,199
+3,641
| +29% | +$994K | 2.73% | 10 |
|
|
2022
Q4 | $3.56M | Buy |
12,558
+65
| +0.5% | +$18.4K | 2.43% | 12 |
|
|
2022
Q3 | $3.16M | Buy |
12,493
+1,422
| +13% | +$360K | 2.18% | 14 |
|
|
2022
Q2 | $2.98M | Buy |
11,071
+670
| +6% | +$180K | 2.12% | 13 |
|
|
2022
Q1 | $3M | Sell |
10,401
-109
| -1% | -$31.5K | 1.91% | 13 |
|
|
2021
Q4 | $3.16M | Sell |
10,510
-620
| -6% | -$186K | 1.94% | 14 |
|
|
2021
Q3 | $3.07M | Sell |
11,130
-1,550
| -12% | -$428K | 2.02% | 12 |
|
|
2021
Q2 | $3.46M | Buy |
12,680
+210
| +2% | +$57.3K | 2.13% | 13 |
|
|
2021
Q1 | $3.15M | Sell |
12,470
-268
| -2% | -$67.7K | 2.03% | 13 |
|
|
2020
Q4 | $3.13M | Buy |
12,738
+547
| +4% | +$134K | 2.14% | 12 |
|
|
2020
Q3 | $2.77M | Sell |
12,191
-281
| -2% | -$63.8K | 2.23% | 11 |
|
|
2020
Q2 | $2.69M | Buy |
+12,472
| New | +$2.69M | 2.23% | 9 |
|
|
2020
Q1 | – | Sell |
-11,635
| Closed | -$2.51M | – | 43 |
|
|
2019
Q4 | $2.51M | Buy |
+11,635
| New | +$2.51M | 2.59% | 11 |
|