Keel Point’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 | $234K | Hold |
4,147
| – | – | 0.02% | 444 |
|
|
2025
Q1 | $253K | Hold |
4,147
| – | – | 0.02% | 382 |
|
|
2024
Q4 | $242K | Sell |
4,147
-2,361
| -36% | -$138K | 0.02% | 371 |
|
|
2024
Q3 | $423K | Sell |
6,508
-115
| -2% | -$7.48K | 0.04% | 267 |
|
|
2024
Q2 | $422K | Buy |
6,623
+1,771
| +37% | +$113K | 0.04% | 262 |
|
|
2024
Q1 | $300K | Sell |
4,852
-9,148
| -65% | -$566K | 0.03% | 283 |
|
|
2023
Q4 | $801K | Buy |
14,000
+10
| +0.1% | +$572 | 0.1% | 133 |
|
|
2023
Q3 | $756K | Sell |
13,990
-9,045
| -39% | -$488K | 0.1% | 127 |
|
|
2023
Q2 | $1.29M | Sell |
23,035
-29,635
| -56% | -$1.66M | 0.17% | 91 |
|
|
2023
Q1 | $2.88M | Sell |
52,670
-8,595
| -14% | -$469K | 0.42% | 54 |
|
|
2022
Q4 | $3.48M | Buy |
61,265
+12,235
| +25% | +$694K | 0.55% | 46 |
|
|
2022
Q3 | $2.48M | Buy |
49,030
+15,530
| +46% | +$786K | 0.43% | 59 |
|
|
2022
Q2 | $1.87M | Buy |
33,500
+6,405
| +24% | +$357K | 0.29% | 63 |
|
|
2022
Q1 | $1.57M | Sell |
27,095
-5,600
| -17% | -$323K | 0.23% | 77 |
|
|
2021
Q4 | $1.96M | Buy |
32,695
+240
| +0.7% | +$14.4K | 0.22% | 70 |
|
|
2021
Q3 | $1.79M | Sell |
32,455
-4,125
| -11% | -$228K | 0.23% | 76 |
|
|
2021
Q2 | $2M | Buy |
+36,580
| New | +$2M | 0.22% | 79 |
|
|
2020
Q1 | – | Sell |
-156,500
| Closed | -$6.75M | – | 186 |
|
|
2019
Q4 | $6.75M | Buy |
+156,500
| New | +$6.75M | 0.73% | 29 |
|
|
2019
Q1 | – | Sell |
-259,235
| Closed | -$9.37M | – | 204 |
|
|
2018
Q4 | $9.37M | Buy |
259,235
+1,015
| +0.4% | +$36.7K | 1.27% | 15 |
|
|
2018
Q3 | $10.5M | Buy |
+258,220
| New | +$10.5M | 1.3% | 18 |
|