Liberty 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
Q2 | $800K | Buy |
+14,163
| New | +$800K | 0.13% | 95 |
|
|
2023
Q4 | – | Sell |
-5,770
| Closed | -$312K | – | 184 |
|
|
2023
Q3 | $312K | Buy |
5,770
+1,010
| +21% | +$54.6K | 0.08% | 125 |
|
|
2023
Q2 | $267K | Buy |
4,760
+935
| +24% | +$52.4K | 0.07% | 149 |
|
|
2023
Q1 | $218K | Buy |
+3,825
| New | +$218K | 0.04% | 212 |
|
|
2021
Q4 | – | Sell |
-410
| Closed | -$23K | – | 651 |
|
|
2021
Q3 | $23K | Hold |
410
| – | – | 0.01% | 606 |
|
|
2021
Q2 | $22K | Hold |
410
| – | – | 0.01% | 489 |
|
|
2021
Q1 | $20K | Hold |
410
| – | – | 0.01% | 462 |
|
|
2020
Q4 | $20K | Hold |
410
| – | – | 0.01% | 459 |
|
|
2020
Q3 | $19K | Hold |
410
| – | – | 0.01% | 411 |
|
|
2020
Q2 | $18K | Hold |
410
| – | – | 0.01% | 394 |
|
|
2020
Q1 | $15K | Hold |
410
| – | – | 0.01% | 405 |
|
|
2019
Q4 | $18K | Hold |
410
| – | – | 0.01% | 428 |
|
|
2019
Q3 | $16K | Hold |
410
| – | – | 0.02% | 429 |
|
|
2019
Q2 | $16K | Sell |
410
-40
| -9% | -$1.56K | 0.01% | 448 |
|
|
2019
Q1 | $17K | Buy |
450
+40
| +10% | +$1.51K | 0.01% | 372 |
|
|
2018
Q4 | $14K | Buy |
+410
| New | +$14K | 0.01% | 377 |
|