Kestra Advisory Services’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26M | Buy |
421,205
+33,731
| +9% | +$2.18M | 0.1% | 206 |
|
|
2025
Q4 | $25.2M | Buy |
387,474
+90,368
| +30% | +$5.7M | 0.1% | 202 |
|
|
2025
Q3 | $17.4M | Sell |
297,106
-14,039
| -5% | -$800K | 0.08% | 255 |
|
|
2025
Q2 | $17.6M | Sell |
311,145
-2,593
| -0.8% | -$146K | 0.09% | 233 |
|
|
2025
Q1 | $19.1M | Sell |
313,738
-6,552
| -2% | -$400K | 0.09% | 189 |
|
|
2024
Q4 | $18.7M | Sell |
320,290
-16,134
| -5% | -$997K | 0.1% | 197 |
|
|
2024
Q3 | $21.9M | Sell |
336,424
-3,352
| -1% | -$214K | 0.12% | 174 |
|
|
2024
Q2 | $20.6M | Buy |
339,776
+1,104
| +0.3% | +$66.4K | 0.12% | 187 |
|
|
2024
Q1 | $21M | Buy |
338,672
+26,122
| +8% | +$1.57M | 0.14% | 143 |
|
|
2023
Q4 | $17.9M | Buy |
312,550
+103,690
| +50% | +$5.64M | 0.15% | 140 |
|
|
2023
Q3 | $11.3M | Buy |
208,860
+147,425
| +240% | +$8.24M | 0.11% | 208 |
|
|
2023
Q2 | $3.44M | Buy |
61,435
+3,170
| +5% | +$176K | 0.03% | 499 |
|
|
2023
Q1 | $3.18M | Sell |
58,265
-10,120
| -15% | -$555K | 0.03% | 490 |
|
|
2022
Q4 | $3.88M | Buy |
68,385
+9,435
| +16% | +$521K | 0.03% | 512 |
|
|
2022
Q3 | $2.98M | Buy |
58,950
+90
| +0.2% | +$4.86K | 0.03% | 525 |
|
|
2022
Q2 | $3.17M | Sell |
58,860
-3,970
| -6% | -$218K | 0.03% | 500 |
|
|
2022
Q1 | $3.63M | Sell |
62,830
-680
| -1% | -$38K | 0.04% | 465 |
|
|
2021
Q4 | $3.81M | Sell |
63,510
-1,995
| -3% | -$114K | 0.04% | 454 |
|
|
2021
Q3 | $3.62M | Buy |
65,505
+3,185
| +5% | +$182K | 0.04% | 502 |
|
|
2021
Q2 | $3.4M | Sell |
62,320
-5,475
| -8% | -$290K | 0.04% | 475 |
|
|
2021
Q1 | $3.42M | Sell |
67,795
-32,910
| -33% | -$1.65M | 0.04% | 427 |
|
|
2020
Q4 | $4.9M | Buy |
100,705
+16,360
| +19% | +$772K | 0.06% | 339 |
|
|
2020
Q3 | $3.83M | Buy |
+84,345
| New | +$3.82M | 0.07% | 283 |
|
Other funds holding IYH
PCH
PRS
