Laidlaw Wealth Management’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
Q1 | – | Sell |
-8,148
| Closed | -$475K | – | 106 |
|
|
2024
Q4 | $475K | Buy |
8,148
+215
| +3% | +$12.5K | 0.21% | 112 |
|
|
2024
Q3 | $516K | Sell |
7,933
-32
| -0.4% | -$2.08K | 0.26% | 114 |
|
|
2024
Q2 | $488K | Hold |
7,965
| – | – | 0.27% | 104 |
|
|
2024
Q1 | $493K | Sell |
7,965
-2,980
| -27% | -$184K | 0.28% | 107 |
|
|
2023
Q4 | $627K | Buy |
10,945
+2,650
| +32% | +$152K | 0.23% | 111 |
|
|
2023
Q3 | $448K | Sell |
8,295
-745
| -8% | -$40.2K | 0.15% | 162 |
|
|
2023
Q2 | $507K | Sell |
9,040
-1,170
| -11% | -$65.6K | 0.1% | 198 |
|
|
2023
Q1 | $557K | Sell |
10,210
-5,220
| -34% | -$285K | 0.11% | 195 |
|
|
2022
Q4 | $876K | Buy |
15,430
+5,995
| +64% | +$340K | 0.19% | 137 |
|
|
2022
Q3 | $477K | Sell |
9,435
-210
| -2% | -$10.6K | 0.11% | 179 |
|
|
2022
Q2 | $519K | Buy |
9,645
+1,855
| +24% | +$99.8K | 0.11% | 194 |
|
|
2022
Q1 | $450K | Hold |
7,790
| – | – | 0.08% | 232 |
|
|
2021
Q4 | $468K | Buy |
+7,790
| New | +$468K | 0.07% | 232 |
|
|
2020
Q1 | – | Sell |
-12,575
| Closed | -$543K | – | 163 |
|
|
2019
Q4 | $543K | Buy |
+12,575
| New | +$543K | 0.34% | 88 |
|