Howe & Rusling’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-100
| Closed | -$5K | – | 977 |
|
|
2021
Q1 | $5K | Sell |
100
-60
| -38% | -$3K | ﹤0.01% | 616 |
|
|
2020
Q4 | $8K | Buy |
+160
| New | +$8K | ﹤0.01% | 514 |
|
|
2020
Q2 | – | Sell |
-220
| Closed | -$8K | – | 853 |
|
|
2020
Q1 | $8K | Sell |
220
-215
| -49% | -$7.82K | ﹤0.01% | 449 |
|
|
2019
Q4 | $19K | Hold |
435
| – | – | ﹤0.01% | 381 |
|
|
2019
Q3 | $17K | Hold |
435
| – | – | ﹤0.01% | 407 |
|
|
2019
Q2 | $17K | Hold |
435
| – | – | ﹤0.01% | 385 |
|
|
2019
Q1 | $17K | Hold |
435
| – | – | ﹤0.01% | 391 |
|
|
2018
Q4 | $16K | Hold |
435
| – | – | ﹤0.01% | 379 |
|
|
2018
Q3 | $18K | Hold |
435
| – | – | ﹤0.01% | 405 |
|
|
2018
Q2 | $16K | Hold |
435
| – | – | ﹤0.01% | 384 |
|
|
2018
Q1 | $15K | Sell |
435
-425
| -49% | -$14.7K | ﹤0.01% | 431 |
|
|
2017
Q4 | $30K | Hold |
860
| – | – | 0.01% | 345 |
|
|
2017
Q3 | $30K | Hold |
860
| – | – | 0.01% | 342 |
|
|
2017
Q2 | $29K | Hold |
860
| – | – | 0.01% | 327 |
|
|
2017
Q1 | $27K | Sell |
860
-250
| -23% | -$7.85K | 0.01% | 333 |
|
|
2016
Q4 | $32K | Hold |
1,110
| – | – | 0.01% | 312 |
|
|
2016
Q3 | $33K | Hold |
1,110
| – | – | 0.01% | 304 |
|
|
2016
Q2 | $33K | Hold |
1,110
| – | – | 0.01% | 274 |
|
|
2016
Q1 | $31K | Buy |
+1,110
| New | +$31K | 0.01% | 334 |
|