Keebeck 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 | $243K | Sell |
4,311
-331
| -7% | -$18.7K | 0.03% | 305 |
|
|
2025
Q1 | $283K | Sell |
4,642
-605
| -12% | -$36.8K | 0.04% | 227 |
|
|
2024
Q4 | $306K | Sell |
5,247
-70
| -1% | -$4.08K | 0.04% | 214 |
|
|
2024
Q3 | $346K | Sell |
5,317
-859
| -14% | -$55.8K | 0.05% | 200 |
|
|
2024
Q2 | $378K | Sell |
6,176
-74
| -1% | -$4.53K | 0.06% | 195 |
|
|
2024
Q1 | $387K | Sell |
6,250
-25
| -0.4% | -$1.55K | 0.06% | 209 |
|
|
2023
Q4 | $359K | Sell |
6,275
-3,305
| -34% | -$189K | 0.06% | 202 |
|
|
2023
Q3 | $523K | Sell |
9,580
-13,225
| -58% | -$721K | 0.09% | 169 |
|
|
2023
Q2 | $1.28M | Buy |
22,805
+7,365
| +48% | +$413K | 0.18% | 109 |
|
|
2023
Q1 | $843K | Sell |
15,440
-1,295
| -8% | -$70.7K | 0.14% | 123 |
|
|
2022
Q4 | $950K | Buy |
16,735
+6,030
| +56% | +$342K | 0.17% | 115 |
|
|
2022
Q3 | $542K | Sell |
10,705
-120
| -1% | -$6.08K | 0.1% | 140 |
|
|
2022
Q2 | $582K | Buy |
+10,825
| New | +$582K | 0.11% | 142 |
|