IFP Advisors’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 | $1.01M | Sell |
17,872
-520
| -3% | -$29.4K | 0.03% | 576 |
|
|
2025
Q1 | $1.12M | Sell |
18,392
-1,310
| -7% | -$79.8K | 0.03% | 525 |
|
|
2024
Q4 | $1.15M | Buy |
19,702
+15,716
| +394% | +$916K | 0.04% | 493 |
|
|
2024
Q3 | $259K | Sell |
3,986
-59
| -1% | -$3.84K | 0.01% | 970 |
|
|
2024
Q2 | $248K | Buy |
4,045
+70
| +2% | +$4.29K | 0.01% | 933 |
|
|
2024
Q1 | $246K | Sell |
3,975
-1,105
| -22% | -$68.4K | 0.01% | 898 |
|
|
2023
Q4 | $291K | Sell |
5,080
-525
| -9% | -$30K | 0.01% | 785 |
|
|
2023
Q3 | $303K | Sell |
5,605
-155
| -3% | -$8.38K | 0.01% | 773 |
|
|
2023
Q2 | $323K | Buy |
5,760
+210
| +4% | +$11.8K | 0.01% | 812 |
|
|
2023
Q1 | $170K | Sell |
5,550
-425
| -7% | -$13K | 0.01% | 1012 |
|
|
2022
Q4 | $182K | Sell |
5,975
-3,855
| -39% | -$117K | ﹤0.01% | 1402 |
|
|
2022
Q3 | $303K | Buy |
9,830
+175
| +2% | +$5.39K | 0.01% | 1190 |
|
|
2022
Q2 | $299K | Hold |
9,655
| – | – | 0.01% | 1079 |
|
|
2022
Q1 | $299K | Buy |
9,655
+4,365
| +83% | +$135K | 0.01% | 1079 |
|
|
2021
Q4 | $321K | Buy |
5,290
+1,480
| +39% | +$89.8K | 0.01% | 745 |
|
|
2021
Q3 | $209K | Sell |
3,810
-2,120
| -36% | -$116K | ﹤0.01% | 900 |
|
|
2021
Q2 | $328K | Buy |
5,930
+1,770
| +43% | +$97.9K | 0.01% | 687 |
|
|
2021
Q1 | $210K | Buy |
4,160
+270
| +7% | +$13.6K | ﹤0.01% | 813 |
|
|
2020
Q4 | $191K | Buy |
3,890
+110
| +3% | +$5.4K | 0.01% | 824 |
|
|
2020
Q3 | $172K | Sell |
3,780
-355
| -9% | -$16.2K | 0.01% | 763 |
|
|
2020
Q2 | $175K | Sell |
4,135
-40
| -1% | -$1.69K | 0.01% | 714 |
|
|
2020
Q1 | $152K | Buy |
4,175
+185
| +5% | +$6.74K | 0.02% | 667 |
|
|
2019
Q4 | $171K | Sell |
3,990
-100
| -2% | -$4.29K | 0.01% | 725 |
|
|
2019
Q3 | $152K | Buy |
+4,090
| New | +$152K | 0.01% | 869 |
|
|
2019
Q1 | $555K | Sell |
14,285
-59,605
| -81% | -$2.32M | 0.08% | 264 |
|
|
2018
Q4 | $2.63M | Buy |
73,890
+5,025
| +7% | +$179K | 0.16% | 148 |
|
|
2018
Q3 | $2.8M | Buy |
68,865
+20,110
| +41% | +$816K | 0.11% | 198 |
|
|
2018
Q2 | $1.74M | Sell |
48,755
-59,105
| -55% | -$2.11M | 0.07% | 279 |
|
|
2018
Q1 | $3.76M | Hold |
107,860
| – | – | 0.17% | 132 |
|
|
2017
Q4 | $3.76M | Buy |
107,860
+10,790
| +11% | +$376K | 0.17% | 132 |
|
|
2017
Q3 | $3.34M | Buy |
97,070
+6,395
| +7% | +$220K | 0.13% | 173 |
|
|
2017
Q2 | $3.02M | Buy |
90,675
+41,190
| +83% | +$1.37M | 0.13% | 184 |
|
|
2017
Q1 | $1.54M | Sell |
49,485
-5,745
| -10% | -$179K | 0.07% | 310 |
|
|
2016
Q4 | $1.59M | Buy |
55,230
+5,855
| +12% | +$169K | 0.08% | 282 |
|
|
2016
Q3 | $1.48M | Sell |
49,375
-6,595
| -12% | -$198K | 0.08% | 269 |
|
|
2016
Q2 | $1.66M | Buy |
55,970
+41,685
| +292% | +$1.24M | 0.09% | 248 |
|
|
2016
Q1 | $555K | Sell |
14,285
-9,420
| -40% | -$366K | 0.08% | 264 |
|
|
2015
Q4 | $711K | Buy |
+23,705
| New | +$711K | 0.05% | 392 |
|