Marshall Financial Group (Maryland)’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 |
-3,442
| Closed | -$201K | – | 239 |
|
|
2024
Q4 | $201K | Sell |
3,442
-7
| -0.2% | -$408 | 0.05% | 214 |
|
|
2024
Q3 | $224K | Sell |
3,449
-374
| -10% | -$24.3K | 0.05% | 200 |
|
|
2024
Q2 | $234K | Sell |
3,823
-223
| -6% | -$13.7K | 0.07% | 157 |
|
|
2024
Q1 | $250K | Buy |
4,046
+6
| +0.1% | +$371 | 0.07% | 158 |
|
|
2023
Q4 | $231K | Buy |
4,040
+15
| +0.4% | +$859 | 0.07% | 160 |
|
|
2023
Q3 | $217K | Sell |
4,025
-225
| -5% | -$12.2K | 0.08% | 156 |
|
|
2023
Q2 | $238K | Buy |
4,250
+5
| +0.1% | +$280 | 0.08% | 153 |
|
|
2023
Q1 | $232K | Buy |
4,245
+5
| +0.1% | +$273 | 0.08% | 159 |
|
|
2022
Q4 | $240K | Sell |
4,240
-255
| -6% | -$14.5K | 0.09% | 153 |
|
|
2022
Q3 | $227K | Sell |
4,495
-445
| -9% | -$22.5K | 0.1% | 167 |
|
|
2022
Q2 | $266K | Buy |
4,940
+370
| +8% | +$19.9K | 0.11% | 161 |
|
|
2022
Q1 | $264K | Buy |
4,570
+450
| +11% | +$26K | 0.11% | 181 |
|
|
2021
Q4 | $248K | Sell |
4,120
-1,330
| -24% | -$80.1K | 0.09% | 194 |
|
|
2021
Q3 | $301K | Sell |
5,450
-380
| -7% | -$21K | 0.16% | 150 |
|
|
2021
Q2 | $318K | Sell |
5,830
-240
| -4% | -$13.1K | 0.17% | 145 |
|
|
2021
Q1 | $306K | Sell |
6,070
-315
| -5% | -$15.9K | 0.18% | 114 |
|
|
2020
Q4 | $314K | Buy |
+6,385
| New | +$314K | 0.2% | 105 |
|