Moneta Group Investment Advisors’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 | $711K | Sell |
12,583
-1,284
| -9% | -$72.5K | 0.01% | 365 |
|
|
2025
Q1 | $844K | Buy |
13,867
+1
| +0% | +$61 | 0.01% | 313 |
|
|
2024
Q4 | $808K | Buy |
13,866
+2
| +0% | +$117 | 0.01% | 308 |
|
|
2024
Q3 | $901K | Sell |
13,864
-223
| -2% | -$14.5K | 0.01% | 292 |
|
|
2024
Q2 | $863K | Buy |
14,087
+226
| +2% | +$13.8K | 0.01% | 288 |
|
|
2024
Q1 | $858K | Buy |
13,861
+4,101
| +42% | +$254K | 0.01% | 286 |
|
|
2023
Q4 | $559K | Buy |
+9,760
| New | +$559K | 0.01% | 323 |
|
|
2018
Q2 | – | Sell |
-175
| Closed | -$6K | – | 518 |
|
|
2018
Q1 | $6K | Buy |
+175
| New | +$6K | ﹤0.01% | 499 |
|