Jones Financial Companies’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 | $5.89M | Buy |
104,891
+14,145
| +16% | +$795K | ﹤0.01% | 456 |
|
|
2025
Q1 | $5.48M | Buy |
90,746
+22,931
| +34% | +$1.38M | ﹤0.01% | 407 |
|
|
2024
Q4 | $3.95M | Buy |
67,815
+21,051
| +45% | +$1.23M | ﹤0.01% | 400 |
|
|
2024
Q3 | $3.02M | Buy |
46,764
+15,959
| +52% | +$1.03M | ﹤0.01% | 371 |
|
|
2024
Q2 | $1.89M | Buy |
30,805
+25,256
| +455% | +$1.55M | ﹤0.01% | 323 |
|
|
2024
Q1 | $343K | Buy |
5,549
+5,444
| +5,185% | +$337K | ﹤0.01% | 377 |
|
|
2023
Q4 | $6.01K | Buy |
+105
| New | +$6.01K | ﹤0.01% | 742 |
|
|
2022
Q4 | – | Sell |
-200
| Closed | -$10K | – | 748 |
|
|
2022
Q3 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 423 |
|
|
2021
Q1 | – | Sell |
-140
| Closed | -$7K | – | 821 |
|
|
2020
Q4 | $7K | Buy |
+140
| New | +$7K | ﹤0.01% | 466 |
|