Laurel Wealth Advisors (North Carolina)’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 | $34.5M | Buy |
1,947,096
+1,916,872
| +6,342% | +$33.9M | 0.49% | 48 |
|
|
2025
Q1 | $1.84M | Buy |
30,224
+151
| +0.5% | +$9.19K | 0.29% | 80 |
|
|
2024
Q4 | $1.75M | Buy |
30,073
+1,290
| +4% | +$75.2K | 0.27% | 79 |
|
|
2024
Q3 | $1.87M | Buy |
28,783
+956
| +3% | +$62.1K | 0.3% | 79 |
|
|
2024
Q2 | $1.7M | Buy |
27,827
+1,191
| +4% | +$73K | 0.3% | 77 |
|
|
2024
Q1 | $1.65M | Buy |
26,636
+4,456
| +20% | +$276K | 0.28% | 80 |
|
|
2023
Q4 | $1.27M | Sell |
22,180
-245
| -1% | -$14K | 0.24% | 87 |
|
|
2023
Q3 | $1.21M | Buy |
22,425
+225
| +1% | +$12.2K | 0.26% | 83 |
|
|
2023
Q2 | $1.24M | Buy |
22,200
+2,225
| +11% | +$125K | 0.25% | 83 |
|
|
2023
Q1 | $1.09M | Buy |
19,975
+4,425
| +28% | +$242K | 0.23% | 87 |
|
|
2022
Q4 | $882K | Buy |
15,550
+4,255
| +38% | +$241K | 0.2% | 92 |
|
|
2022
Q3 | $572K | Buy |
11,295
+1,175
| +12% | +$59.5K | 0.14% | 105 |
|
|
2022
Q2 | $544K | Buy |
10,120
+1,200
| +13% | +$64.5K | 0.13% | 108 |
|
|
2022
Q1 | $515K | Sell |
8,920
-200
| -2% | -$11.5K | 0.11% | 120 |
|
|
2021
Q4 | $548K | Buy |
9,120
+350
| +4% | +$21K | 0.11% | 116 |
|
|
2021
Q3 | $484K | Buy |
8,770
+600
| +7% | +$33.1K | 0.11% | 122 |
|
|
2021
Q2 | $446K | Buy |
8,170
+1,025
| +14% | +$56K | 0.1% | 128 |
|
|
2021
Q1 | $361K | Buy |
7,145
+150
| +2% | +$7.58K | 0.09% | 130 |
|
|
2020
Q4 | $344K | Sell |
6,995
-900
| -11% | -$44.3K | 0.09% | 131 |
|
|
2020
Q3 | $359K | Buy |
7,895
+400
| +5% | +$18.2K | 0.11% | 121 |
|
|
2020
Q2 | $323K | Sell |
7,495
-250
| -3% | -$10.8K | 0.11% | 116 |
|
|
2020
Q1 | $291K | Buy |
7,745
+1,500
| +24% | +$56.4K | 0.11% | 117 |
|
|
2019
Q4 | $269K | Buy |
6,245
+1,075
| +21% | +$46.3K | 0.08% | 130 |
|
|
2019
Q3 | $195K | Hold |
5,170
| – | – | 0.07% | 142 |
|
|
2019
Q2 | $202K | Buy |
5,170
+300
| +6% | +$11.7K | 0.07% | 138 |
|
|
2019
Q1 | $189K | Buy |
4,870
+150
| +3% | +$5.82K | 0.07% | 143 |
|
|
2018
Q4 | $171K | Buy |
+4,720
| New | +$171K | 0.07% | 137 |
|