Keystone 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 | $206K | Hold |
3,645
| – | – | 0.05% | 271 |
|
|
2025
Q1 | $222K | Sell |
3,645
-100
| -3% | -$6.09K | 0.06% | 244 |
|
|
2024
Q4 | $218K | Hold |
3,745
| – | – | 0.06% | 242 |
|
|
2024
Q3 | $243K | Sell |
3,745
-140
| -4% | -$9.1K | 0.07% | 222 |
|
|
2024
Q2 | $238K | Sell |
3,885
-40
| -1% | -$2.45K | 0.07% | 206 |
|
|
2024
Q1 | $243K | Hold |
3,925
| – | – | 0.08% | 194 |
|
|
2023
Q4 | $225K | Sell |
3,925
-410
| -9% | -$23.5K | 0.08% | 197 |
|
|
2023
Q3 | $234K | Buy |
4,335
+125
| +3% | +$6.75K | 0.09% | 184 |
|
|
2023
Q2 | $236K | Sell |
4,210
-735
| -15% | -$41.2K | 0.09% | 180 |
|
|
2023
Q1 | $270K | Sell |
4,945
-35
| -0.7% | -$1.91K | 0.11% | 160 |
|
|
2022
Q4 | $283K | Buy |
4,980
+40
| +0.8% | +$2.27K | 0.12% | 149 |
|
|
2022
Q3 | $250K | Buy |
+4,940
| New | +$250K | 0.12% | 137 |
|
|
2022
Q1 | – | Sell |
-3,350
| Closed | -$201K | – | 187 |
|
|
2021
Q4 | $201K | Buy |
+3,350
| New | +$201K | 0.08% | 166 |
|