Kestra Private Wealth Services’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 | $1.08M | Buy |
19,109
+4,121
| +27% | +$233K | 0.02% | 716 |
|
|
2025
Q1 | $913K | Buy |
14,988
+639
| +4% | +$38.9K | 0.02% | 710 |
|
|
2024
Q4 | $836K | Sell |
14,349
-166
| -1% | -$9.67K | 0.01% | 707 |
|
|
2024
Q3 | $943K | Buy |
14,515
+2,968
| +26% | +$193K | 0.02% | 632 |
|
|
2024
Q2 | $707K | Buy |
11,547
+697
| +6% | +$42.7K | 0.01% | 695 |
|
|
2024
Q1 | $672K | Buy |
10,850
+1,530
| +16% | +$94.7K | 0.02% | 688 |
|
|
2023
Q4 | $534K | Buy |
9,320
+4,795
| +106% | +$275K | 0.01% | 705 |
|
|
2023
Q3 | $244K | Hold |
4,525
| – | – | 0.01% | 957 |
|
|
2023
Q2 | $254K | Buy |
4,525
+445
| +11% | +$24.9K | 0.01% | 877 |
|
|
2023
Q1 | $223K | Buy |
4,080
+5
| +0.1% | +$273 | 0.01% | 884 |
|
|
2022
Q4 | $231K | Buy |
4,075
+5
| +0.1% | +$284 | 0.01% | 750 |
|
|
2022
Q3 | $206K | Buy |
4,070
+10
| +0.2% | +$506 | 0.01% | 782 |
|
|
2022
Q2 | $218K | Buy |
4,060
+5
| +0.1% | +$268 | 0.01% | 765 |
|
|
2022
Q1 | $234K | Buy |
+4,055
| New | +$234K | 0.01% | 832 |
|