IHT 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 | $575K | Buy |
10,189
+6,030
| +145% | +$341K | 0.02% | 652 |
|
|
2025
Q1 | $253K | Buy |
4,159
+105
| +3% | +$6.39K | 0.01% | 925 |
|
|
2024
Q4 | $236K | Sell |
4,054
-95
| -2% | -$5.54K | 0.01% | 948 |
|
|
2024
Q3 | $270K | Buy |
4,149
+205
| +5% | +$13.3K | 0.01% | 949 |
|
|
2024
Q2 | $242K | Sell |
3,944
-1,600
| -29% | -$98K | 0.01% | 877 |
|
|
2024
Q1 | $343K | Sell |
5,544
-106
| -2% | -$6.56K | 0.01% | 756 |
|
|
2023
Q4 | $324K | Buy |
5,650
+220
| +4% | +$12.6K | 0.01% | 741 |
|
|
2023
Q3 | $293K | Sell |
5,430
-2,685
| -33% | -$145K | 0.01% | 741 |
|
|
2023
Q2 | $455K | Sell |
8,115
-95
| -1% | -$5.33K | 0.02% | 577 |
|
|
2023
Q1 | $448K | Sell |
8,210
-2,145
| -21% | -$117K | 0.03% | 539 |
|
|
2022
Q4 | $588K | Buy |
10,355
+70
| +0.7% | +$3.97K | 0.04% | 442 |
|
|
2022
Q3 | $521K | Buy |
10,285
+3,855
| +60% | +$195K | 0.04% | 446 |
|
|
2022
Q2 | $346K | Sell |
6,430
-495
| -7% | -$26.6K | 0.03% | 483 |
|
|
2022
Q1 | $400K | Sell |
6,925
-495
| -7% | -$28.6K | 0.03% | 485 |
|
|
2021
Q4 | $446K | Buy |
7,420
+10
| +0.1% | +$601 | 0.03% | 471 |
|
|
2021
Q3 | $409K | Buy |
7,410
+1,110
| +18% | +$61.3K | 0.03% | 490 |
|
|
2021
Q2 | $344K | Sell |
6,300
-80
| -1% | -$4.37K | 0.02% | 650 |
|
|
2021
Q1 | $322K | Buy |
6,380
+5
| +0.1% | +$252 | 0.02% | 609 |
|
|
2020
Q4 | $314K | Buy |
6,375
+5
| +0.1% | +$246 | 0.03% | 544 |
|
|
2020
Q3 | $289K | Buy |
6,370
+10
| +0.2% | +$454 | 0.03% | 489 |
|
|
2020
Q2 | $274K | Buy |
6,360
+405
| +7% | +$17.4K | 0.04% | 436 |
|
|
2020
Q1 | $224K | Buy |
5,955
+1,180
| +25% | +$44.4K | 0.03% | 463 |
|
|
2019
Q4 | $206K | Sell |
4,775
-735
| -13% | -$31.7K | 0.02% | 556 |
|
|
2019
Q3 | $208K | Buy |
5,510
+5
| +0.1% | +$189 | 0.03% | 544 |
|
|
2019
Q2 | $215K | Sell |
5,505
-95
| -2% | -$3.71K | 0.03% | 476 |
|
|
2019
Q1 | $217K | Buy |
+5,600
| New | +$217K | 0.04% | 441 |
|
|
2018
Q2 | – | Sell |
-3,450
| Closed | -$116K | – | 903 |
|
|
2018
Q1 | $116K | Buy |
3,450
+30
| +0.9% | +$1.01K | 0.03% | 450 |
|
|
2017
Q4 | $122K | Buy |
3,420
+2,530
| +284% | +$90.3K | 0.03% | 446 |
|
|
2017
Q3 | $31K | Sell |
890
-25,255
| -97% | -$880K | 0.01% | 648 |
|
|
2017
Q2 | $188 | Sell |
26,145
-2,205
| -8% | -$16 | 0.09% | 239 |
|
|
2017
Q1 | $219K | Buy |
28,350
+27,460
| +3,085% | +$212K | 0.15% | 165 |
|
|
2016
Q4 | $26K | Buy |
+890
| New | +$26K | 0.02% | 554 |
|