Kovack Advisors’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
$795K Sell
14,067
-1,566
-10% -$88.4K 0.08% 233
2025
Q1
$952K Sell
15,633
-74
-0.5% -$4.51K 0.1% 184
2024
Q4
$915K Buy
15,707
+3,220
+26% +$188K 0.09% 185
2024
Q3
$812K Hold
12,487
0.09% 192
2024
Q2
$765K Sell
12,487
-425
-3% -$26K 0.08% 215
2024
Q1
$799K Buy
12,912
+2
+0% +$124 0.1% 174
2023
Q4
$739K Sell
12,910
-250
-2% -$14.3K 0.09% 220
2023
Q3
$711K Sell
13,160
-250
-2% -$13.5K 0.1% 189
2023
Q2
$752K Sell
13,410
-17,075
-56% -$957K 0.1% 203
2023
Q1
$1.66M Sell
30,485
-1,190
-4% -$65K 0.23% 102
2022
Q4
$1.8M Sell
31,675
-360
-1% -$20.4K 0.26% 84
2022
Q3
$1.62M Sell
32,035
-190
-0.6% -$9.61K 0.24% 90
2022
Q2
$1.73M Sell
32,225
-580
-2% -$31.2K 0.23% 98
2022
Q1
$1.89M Sell
32,805
-415
-1% -$24K 0.19% 114
2021
Q4
$2M Buy
33,220
+19,830
+148% +$1.19M 0.19% 122
2021
Q3
$739K Buy
13,390
+845
+7% +$46.6K 0.08% 285
2021
Q2
$685K Buy
12,545
+10
+0.1% +$546 0.08% 277
2021
Q1
$633K Buy
12,535
+575
+5% +$29K 0.08% 266
2020
Q4
$588K Buy
11,960
+1,535
+15% +$75.5K 0.08% 249
2020
Q3
$474K Buy
10,425
+920
+10% +$41.8K 0.08% 234
2020
Q2
$410K Buy
+9,505
New +$410K 0.08% 250
2019
Q3
Sell
-5,125
Closed -$200K 492
2019
Q2
$200K Buy
+5,125
New +$200K 0.05% 400
2019
Q1
Sell
-6,900
Closed -$249K 438
2018
Q4
$249K Buy
+6,900
New +$249K 0.07% 302
2017
Q4
Sell
-14,610
Closed -$502K 472
2017
Q3
$502K Buy
+14,610
New +$502K 0.17% 145