Mutual Advisors’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $587K | Sell |
9,527
-2,174
| -19% | -$140K | 0.01% | 808 |
|
|
2025
Q4 | $762K | Buy |
11,701
+4,154
| +55% | +$262K | 0.02% | 686 |
|
|
2025
Q3 | $464K | Sell |
7,547
-2,682
| -26% | -$153K | 0.01% | 891 |
|
|
2025
Q2 | $587K | Buy |
10,229
+146
| +1% | +$8.23K | 0.01% | 708 |
|
|
2025
Q1 | $581K | Buy |
10,083
+31
| +0.3% | +$1.89K | 0.02% | 655 |
|
|
2024
Q4 | $600K | Buy |
10,052
+16
| +0.2% | +$989 | 0.02% | 644 |
|
|
2024
Q3 | $634K | Buy |
10,036
+2
| +0% | +$128 | 0.02% | 630 |
|
|
2024
Q2 | $632K | Buy |
10,034
+31
| +0.3% | +$1.86K | 0.02% | 626 |
|
|
2024
Q1 | $619K | Sell |
10,003
-1,257
| -11% | -$75.6K | 0.02% | 623 |
|
|
2023
Q4 | $644K | Buy |
11,260
+185
| +2% | +$10.1K | 0.02% | 585 |
|
|
2023
Q3 | $598K | Buy |
11,075
+10
| +0.1% | +$559 | 0.02% | 575 |
|
|
2023
Q2 | $620K | Buy |
11,065
+1,195
| +12% | +$66.4K | 0.02% | 573 |
|
|
2023
Q1 | $539K | Sell |
9,870
-1,380
| -12% | -$75.7K | 0.02% | 600 |
|
|
2022
Q4 | $638K | Buy |
11,250
+2,650
| +31% | +$146K | 0.03% | 526 |
|
|
2022
Q3 | $435K | Buy |
8,600
+325
| +4% | +$17.6K | 0.02% | 603 |
|
|
2022
Q2 | $445K | Sell |
8,275
-4,245
| -34% | -$233K | 0.03% | 568 |
|
|
2022
Q1 | $723K | Buy |
12,520
+370
| +3% | +$20.7K | 0.04% | 472 |
|
|
2021
Q4 | $730K | Sell |
12,150
-1,730
| -12% | -$98.9K | 0.04% | 482 |
|
|
2021
Q3 | $766K | Buy |
13,880
+1,490
| +12% | +$85.2K | 0.05% | 420 |
|
|
2021
Q2 | $676K | Buy |
12,390
+4,295
| +53% | +$227K | 0.04% | 452 |
|
|
2021
Q1 | $409K | Sell |
8,095
-1,265
| -14% | -$63.6K | 0.03% | 544 |
|
|
2020
Q4 | $460K | Buy |
9,360
+380
| +4% | +$17.9K | 0.03% | 482 |
|
|
2020
Q3 | $408K | Buy |
8,980
+915
| +11% | +$41.4K | 0.04% | 467 |
|
|
2020
Q2 | $348K | Buy |
8,065
+285
| +4% | +$12K | 0.03% | 468 |
|
|
2020
Q1 | $292K | Sell |
7,780
-400
| -5% | -$16.5K | 0.04% | 396 |
|
|
2019
Q4 | $353K | Buy |
8,180
+30
| +0.4% | +$1.21K | 0.04% | 426 |
|
|
2019
Q3 | $308K | Hold |
8,150
| – | – | 0.04% | 413 |
|
|
2019
Q2 | $318K | Buy |
8,150
+10
| +0.1% | +$379 | 0.04% | 435 |
|
|
2019
Q1 | $315K | Buy |
8,140
+105
| +1% | +$3.99K | 0.05% | 358 |
|
|
2018
Q4 | $291K | Sell |
8,035
-26,440
| -77% | -$1.01M | 0.06% | 335 |
|
|
2018
Q3 | $1.4M | Buy |
34,475
+27,845
| +420% | +$1.07M | 0.21% | 117 |
|
|
2018
Q2 | $236K | Buy |
6,630
+240
| +4% | +$8.46K | 0.05% | 371 |
|
|
2018
Q1 | $221K | Hold |
6,390
| – | – | 0.06% | 361 |
|
|
2017
Q4 | $223K | Buy |
+6,390
| New | +$222K | 0.08% | 263 |
|
Other funds holding IYH
PCH
PRS
