HighMark 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 | $17.2K | Buy |
304
+1
| +0.3% | +$56 | 0.01% | 247 |
|
|
2025
Q1 | $18.5K | Buy |
303
+1
| +0.3% | +$61 | 0.01% | 203 |
|
|
2024
Q4 | $17.6K | Buy |
302
+1
| +0.3% | +$58 | 0.01% | 212 |
|
|
2024
Q3 | $19.6K | Buy |
301
+1
| +0.3% | +$65 | 0.01% | 209 |
|
|
2024
Q2 | $18.4K | Hold |
300
| – | – | 0.01% | 212 |
|
|
2024
Q1 | $18.5K | Hold |
300
| – | – | 0.01% | 206 |
|
|
2023
Q4 | $17.1K | Buy |
300
+5
| +2% | +$285 | 0.01% | 206 |
|
|
2023
Q3 | $16K | Hold |
295
| – | – | 0.01% | 205 |
|
|
2023
Q2 | $16.6K | Hold |
295
| – | – | 0.01% | 198 |
|
|
2023
Q1 | $16.2K | Hold |
295
| – | – | 0.01% | 230 |
|
|
2022
Q4 | $16.7K | Hold |
295
| – | – | 0.01% | 185 |
|
|
2022
Q3 | $15K | Hold |
295
| – | – | 0.01% | 195 |
|
|
2022
Q2 | $16K | Buy |
295
+5
| +2% | +$271 | 0.01% | 187 |
|
|
2022
Q1 | $17K | Hold |
290
| – | – | 0.01% | 193 |
|
|
2021
Q4 | $18K | Hold |
290
| – | – | 0.01% | 185 |
|
|
2021
Q3 | $16K | Hold |
290
| – | – | 0.01% | 202 |
|
|
2021
Q2 | $16K | Sell |
290
-145
| -33% | -$8K | 0.01% | 207 |
|
|
2021
Q1 | $22K | Hold |
435
| – | – | 0.02% | 161 |
|
|
2020
Q4 | $21K | Sell |
435
-30
| -6% | -$1.45K | 0.02% | 161 |
|
|
2020
Q3 | $21K | Buy |
465
+5
| +1% | +$226 | 0.02% | 164 |
|
|
2020
Q2 | $20K | Buy |
+460
| New | +$20K | 0.02% | 134 |
|