Key Financial Inc’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 | $104K | Buy |
1,846
+5
| +0.3% | +$282 | 0.02% | 375 |
|
|
2025
Q1 | $112K | Buy |
1,841
+4
| +0.2% | +$244 | 0.02% | 338 |
|
|
2024
Q4 | $107K | Buy |
1,837
+5
| +0.3% | +$291 | 0.02% | 336 |
|
|
2024
Q3 | $119K | Sell |
1,832
-318
| -15% | -$20.7K | 0.03% | 327 |
|
|
2024
Q2 | $132K | Buy |
2,150
+3
| +0.1% | +$184 | 0.03% | 292 |
|
|
2024
Q1 | $133K | Buy |
2,147
+2
| +0.1% | +$124 | 0.03% | 269 |
|
|
2023
Q4 | $123K | Buy |
2,145
+15
| +0.7% | +$858 | 0.03% | 270 |
|
|
2023
Q3 | $115K | Buy |
2,130
+680
| +47% | +$36.8K | 0.04% | 264 |
|
|
2023
Q2 | $81.4K | Hold |
1,450
| – | – | 0.03% | 337 |
|
|
2023
Q1 | $79.1K | Buy |
+1,450
| New | +$79.1K | 0.03% | 329 |
|