KMG Fiduciary Partners’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 | $948K | Sell |
16,784
-6
| -0% | -$339 | 0.07% | 187 |
|
|
2025
Q1 | $1.02M | Buy |
16,790
+850
| +5% | +$51.8K | 0.08% | 179 |
|
|
2024
Q4 | $929K | Hold |
15,940
| – | – | 0.08% | 180 |
|
|
2024
Q3 | $1.04M | Sell |
15,940
-910
| -5% | -$59.2K | 0.09% | 168 |
|
|
2024
Q2 | $1.03M | Sell |
16,850
-225
| -1% | -$13.8K | 0.1% | 144 |
|
|
2024
Q1 | $1.06M | Buy |
17,075
+525
| +3% | +$32.5K | 0.11% | 140 |
|
|
2023
Q4 | $947K | Sell |
16,550
-90
| -0.5% | -$5.15K | 0.11% | 142 |
|
|
2023
Q3 | $899K | Sell |
16,640
-740
| -4% | -$40K | 0.12% | 140 |
|
|
2023
Q2 | $974K | Buy |
17,380
+1,345
| +8% | +$75.4K | 0.13% | 139 |
|
|
2023
Q1 | $876K | Sell |
16,035
-80
| -0.5% | -$4.37K | 0.13% | 149 |
|
|
2022
Q4 | $914K | Hold |
16,115
| – | – | 0.15% | 129 |
|
|
2022
Q3 | $815K | Sell |
16,115
-1,295
| -7% | -$65.5K | 0.16% | 114 |
|
|
2022
Q2 | $936K | Sell |
17,410
-820
| -4% | -$44.1K | 0.17% | 108 |
|
|
2022
Q1 | $1.05M | Buy |
18,230
+1,855
| +11% | +$107K | 0.17% | 104 |
|
|
2021
Q4 | $984K | Buy |
16,375
+265
| +2% | +$15.9K | 0.15% | 104 |
|
|
2021
Q3 | $889K | Hold |
16,110
| – | – | 0.15% | 106 |
|
|
2021
Q2 | $879K | Buy |
16,110
+1,280
| +9% | +$69.8K | 0.16% | 103 |
|
|
2021
Q1 | $749K | Buy |
14,830
+1,445
| +11% | +$73K | 0.15% | 108 |
|
|
2020
Q4 | $658K | Buy |
13,385
+325
| +2% | +$16K | 0.14% | 111 |
|
|
2020
Q3 | $593K | Buy |
13,060
+270
| +2% | +$12.3K | 0.15% | 103 |
|
|
2020
Q2 | $552K | Sell |
12,790
-950
| -7% | -$41K | 0.15% | 89 |
|
|
2020
Q1 | $516K | Sell |
13,740
-3,075
| -18% | -$115K | 0.17% | 88 |
|
|
2019
Q4 | $725K | Sell |
16,815
-765
| -4% | -$33K | 0.22% | 76 |
|
|
2019
Q3 | $665K | Sell |
17,580
-12,630
| -42% | -$478K | 0.23% | 70 |
|
|
2019
Q2 | $1.18M | Buy |
30,210
+1,115
| +4% | +$43.6K | 0.43% | 47 |
|
|
2019
Q1 | $1.13M | Buy |
29,095
+3,745
| +15% | +$145K | 0.43% | 45 |
|
|
2018
Q4 | $917K | Buy |
+25,350
| New | +$917K | 0.42% | 48 |
|