Larson Financial Group’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 | $90K | Buy |
1,593
+250
| +19% | +$14.1K | ﹤0.01% | 878 |
|
|
2025
Q1 | $81.8K | Buy |
1,343
+750
| +126% | +$45.7K | ﹤0.01% | 847 |
|
|
2024
Q4 | $34.6K | Hold |
593
| – | – | ﹤0.01% | 1016 |
|
|
2024
Q3 | $38.5K | Hold |
593
| – | – | ﹤0.01% | 976 |
|
|
2024
Q2 | $36.3K | Buy |
593
+550
| +1,279% | +$33.7K | ﹤0.01% | 883 |
|
|
2024
Q1 | $2.64K | Sell |
43
-2
| -4% | -$123 | ﹤0.01% | 1311 |
|
|
2023
Q4 | $2.46K | Hold |
45
| – | – | ﹤0.01% | 1334 |
|
|
2023
Q3 | $2.3K | Hold |
45
| – | – | ﹤0.01% | 1333 |
|
|
2023
Q2 | $2.39K | Hold |
45
| – | – | ﹤0.01% | 1240 |
|
|
2023
Q1 | $2.32K | Buy |
45
+5
| +13% | +$258 | ﹤0.01% | 1222 |
|
|
2022
Q4 | $2.41K | Hold |
40
| – | – | ﹤0.01% | 1161 |
|
|
2022
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 1121 |
|
|
2022
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 1039 |
|
|
2022
Q1 | $2K | Hold |
40
| – | – | ﹤0.01% | 921 |
|
|
2021
Q4 | $3K | Hold |
40
| – | – | ﹤0.01% | 899 |
|
|
2021
Q3 | $2K | Hold |
40
| – | – | ﹤0.01% | 784 |
|
|
2021
Q2 | $2K | Hold |
40
| – | – | ﹤0.01% | 729 |
|
|
2021
Q1 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 712 |
|