Integrated Wealth Concepts’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 | $843K | Sell |
14,931
-1,461
| -9% | -$82.5K | 0.01% | 1018 |
|
|
2025
Q1 | $998K | Sell |
16,392
-8
| -0% | -$487 | 0.01% | 831 |
|
|
2024
Q4 | $956K | Sell |
16,400
-27,421
| -63% | -$1.6M | 0.01% | 834 |
|
|
2024
Q3 | $2.85M | Sell |
43,821
-948
| -2% | -$61.6K | 0.03% | 443 |
|
|
2024
Q2 | $2.74M | Sell |
44,769
-6,446
| -13% | -$395K | 0.04% | 410 |
|
|
2024
Q1 | $3.17M | Buy |
51,215
+12,015
| +31% | +$744K | 0.05% | 377 |
|
|
2023
Q4 | $2.24M | Sell |
39,200
-16,525
| -30% | -$946K | 0.04% | 438 |
|
|
2023
Q3 | $3.01M | Sell |
55,725
-10,235
| -16% | -$553K | 0.05% | 327 |
|
|
2023
Q2 | $3.7M | Buy |
65,960
+9,290
| +16% | +$521K | 0.06% | 289 |
|
|
2023
Q1 | $3.1M | Buy |
56,670
+8,975
| +19% | +$490K | 0.06% | 278 |
|
|
2022
Q4 | $2.71M | Buy |
47,695
+8,045
| +20% | +$456K | 0.07% | 251 |
|
|
2022
Q3 | $2.01M | Buy |
39,650
+2,615
| +7% | +$132K | 0.06% | 281 |
|
|
2022
Q2 | $1.99M | Buy |
37,035
+6,945
| +23% | +$374K | 0.06% | 283 |
|
|
2022
Q1 | $1.74M | Buy |
30,090
+12,240
| +69% | +$707K | 0.05% | 283 |
|
|
2021
Q4 | $1.07M | Buy |
17,850
+3,420
| +24% | +$205K | 0.03% | 400 |
|
|
2021
Q3 | $796K | Buy |
14,430
+90
| +0.6% | +$4.97K | 0.03% | 461 |
|
|
2021
Q2 | $783K | Buy |
14,340
+2,520
| +21% | +$138K | 0.03% | 420 |
|
|
2021
Q1 | $597K | Buy |
11,820
+6,130
| +108% | +$310K | 0.02% | 432 |
|
|
2020
Q4 | $280K | Buy |
5,690
+410
| +8% | +$20.2K | 0.01% | 528 |
|
|
2020
Q3 | $240K | Buy |
+5,280
| New | +$240K | 0.01% | 504 |
|