KCM Investment 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 | $206K | Hold |
3,650
| – | – | 0.01% | 369 |
|
|
2025
Q1 | $222K | Sell |
3,650
-185
| -5% | -$11.3K | 0.01% | 342 |
|
|
2024
Q4 | $223K | Hold |
3,835
| – | – | 0.01% | 343 |
|
|
2024
Q3 | $249K | Hold |
3,835
| – | – | 0.01% | 339 |
|
|
2024
Q2 | $235K | Hold |
3,835
| – | – | 0.01% | 343 |
|
|
2024
Q1 | $237K | Hold |
3,835
| – | – | 0.01% | 350 |
|
|
2023
Q4 | $220K | Hold |
3,835
| – | – | 0.01% | 349 |
|
|
2023
Q3 | $207K | Sell |
3,835
-2,390
| -38% | -$129K | 0.01% | 351 |
|
|
2023
Q2 | $349K | Hold |
6,225
| – | – | 0.01% | 305 |
|
|
2023
Q1 | $340K | Hold |
6,225
| – | – | 0.01% | 317 |
|
|
2022
Q4 | $353K | Buy |
6,225
+1,775
| +40% | +$101K | 0.02% | 309 |
|
|
2022
Q3 | $225K | Hold |
4,450
| – | – | 0.01% | 350 |
|
|
2022
Q2 | $239K | Hold |
4,450
| – | – | 0.01% | 357 |
|
|
2022
Q1 | $257K | Buy |
4,450
+615
| +16% | +$35.5K | 0.01% | 368 |
|
|
2021
Q4 | $230K | Hold |
3,835
| – | – | 0.01% | 386 |
|
|
2021
Q3 | $212K | Buy |
+3,835
| New | +$212K | 0.01% | 375 |
|
|
2015
Q2 | – | Sell |
-9,145
| Closed | -$282K | – | 547 |
|
|
2015
Q1 | $282K | Hold |
9,145
| – | – | 0.02% | 437 |
|
|
2014
Q4 | $264K | Hold |
9,145
| – | – | 0.02% | 442 |
|
|
2014
Q3 | $246K | Hold |
9,145
| – | – | 0.02% | 448 |
|
|
2014
Q2 | $234K | Hold |
9,145
| – | – | 0.02% | 446 |
|
|
2014
Q1 | $225K | Hold |
9,145
| – | – | 0.02% | 422 |
|
|
2013
Q4 | $213K | Sell |
9,145
-315
| -3% | -$7.34K | 0.02% | 421 |
|
|
2013
Q3 | $202K | Buy |
+9,460
| New | +$202K | 0.02% | 417 |
|