Kovack Advisors’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.36M | Buy |
21,851
+353
| +2% | +$22.8K | 0.07% | 270 |
|
|
2025
Q4 | $1.4M | Buy |
21,498
+9,956
| +86% | +$628K | 0.07% | 278 |
|
|
2025
Q3 | $678K | Sell |
11,542
-2,525
| -18% | -$144K | 0.06% | 263 |
|
|
2025
Q2 | $795K | Sell |
14,067
-1,566
| -10% | -$88.3K | 0.08% | 233 |
|
|
2025
Q1 | $952K | Sell |
15,633
-74
| -0.5% | -$4.52K | 0.1% | 184 |
|
|
2024
Q4 | $915K | Buy |
15,707
+3,220
| +26% | +$199K | 0.09% | 185 |
|
|
2024
Q3 | $812K | Hold |
12,487
| – | – | 0.09% | 192 |
|
|
2024
Q2 | $765K | Sell |
12,487
-425
| -3% | -$25.6K | 0.08% | 215 |
|
|
2024
Q1 | $799K | Buy |
12,912
+2
| +0% | +$120 | 0.1% | 174 |
|
|
2023
Q4 | $739K | Sell |
12,910
-250
| -2% | -$13.6K | 0.09% | 220 |
|
|
2023
Q3 | $711K | Sell |
13,160
-250
| -2% | -$14K | 0.1% | 190 |
|
|
2023
Q2 | $752K | Sell |
13,410
-17,075
| -56% | -$949K | 0.1% | 203 |
|
|
2023
Q1 | $1.66M | Sell |
30,485
-1,190
| -4% | -$65.3K | 0.23% | 102 |
|
|
2022
Q4 | $1.8M | Sell |
31,675
-360
| -1% | -$19.9K | 0.26% | 84 |
|
|
2022
Q3 | $1.62M | Sell |
32,035
-190
| -0.6% | -$10.3K | 0.24% | 90 |
|
|
2022
Q2 | $1.73M | Sell |
32,225
-580
| -2% | -$31.8K | 0.23% | 98 |
|
|
2022
Q1 | $1.89M | Sell |
32,805
-415
| -1% | -$23.2K | 0.2% | 115 |
|
|
2021
Q4 | $2M | Buy |
33,220
+19,830
| +148% | +$1.13M | 0.19% | 122 |
|
|
2021
Q3 | $739K | Buy |
13,390
+845
| +7% | +$48.3K | 0.08% | 285 |
|
|
2021
Q2 | $685K | Buy |
12,545
+10
| +0.1% | +$529 | 0.08% | 277 |
|
|
2021
Q1 | $633K | Buy |
12,535
+575
| +5% | +$28.9K | 0.08% | 266 |
|
|
2020
Q4 | $588K | Buy |
11,960
+1,535
| +15% | +$72.4K | 0.08% | 249 |
|
|
2020
Q3 | $474K | Buy |
10,425
+920
| +10% | +$41.6K | 0.08% | 234 |
|
|
2020
Q2 | $410K | Buy |
+9,505
| New | +$401K | 0.08% | 251 |
|
|
2019
Q3 | – | Sell |
-5,125
| Closed | -$200K | – | 529 |
|
|
2019
Q2 | $200K | Buy |
+5,125
| New | +$194K | 0.05% | 400 |
|
|
2019
Q1 | – | Sell |
-6,900
| Closed | -$249K | – | 475 |
|
|
2018
Q4 | $249K | Buy |
+6,900
| New | +$264K | 0.07% | 302 |
|
|
2017
Q4 | – | Sell |
-14,610
| Closed | -$502K | – | 484 |
|
|
2017
Q3 | $502K | Buy |
+14,610
| New | +$492K | 0.17% | 146 |
|
Other funds holding IYH
PCH
PRS
