Householder Group Estate & Retirement Specialist’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,118
| Closed | -$202K | – | 882 |
|
|
2024
Q3 | $202K | Sell |
3,118
-868
| -22% | -$56.2K | 0.06% | 244 |
|
|
2024
Q2 | $244K | Buy |
3,986
+19
| +0.5% | +$1.16K | 0.07% | 222 |
|
|
2024
Q1 | $246K | Sell |
3,967
-73
| -2% | -$4.52K | 0.07% | 219 |
|
|
2023
Q4 | $231K | Buy |
4,040
+90
| +2% | +$5.15K | 0.08% | 224 |
|
|
2023
Q3 | $214K | Buy |
+3,950
| New | +$214K | 0.08% | 212 |
|
|
2023
Q1 | $266K | Buy |
+4,870
| New | +$266K | 0.1% | 172 |
|
|
2022
Q4 | – | Sell |
-5,525
| Closed | -$279K | – | 729 |
|
|
2022
Q3 | $279K | Buy |
5,525
+15
| +0.3% | +$757 | 0.12% | 161 |
|
|
2022
Q2 | $296K | Buy |
5,510
+5
| +0.1% | +$269 | 0.13% | 153 |
|
|
2022
Q1 | $318K | Buy |
5,505
+15
| +0.3% | +$866 | 0.13% | 159 |
|
|
2021
Q4 | $330K | Buy |
+5,490
| New | +$330K | 0.12% | 159 |
|