Kovitz Investment Group 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 | $213K | Sell |
3,768
-281
| -7% | -$15.9K | ﹤0.01% | 1260 |
|
|
2025
Q1 | $247K | Sell |
4,049
-6,586
| -62% | -$401K | ﹤0.01% | 1101 |
|
|
2024
Q4 | $620K | Buy |
10,635
+154
| +1% | +$8.98K | ﹤0.01% | 840 |
|
|
2024
Q3 | $589K | Buy |
10,481
+1,581
| +18% | +$88.9K | ﹤0.01% | 724 |
|
|
2024
Q2 | $545K | Hold |
8,900
| – | – | ﹤0.01% | 639 |
|
|
2024
Q1 | $551K | Buy |
+8,900
| New | +$551K | 0.01% | 490 |
|