NFP Retirement Inc’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 | $576K | Hold |
10,190
| – | – | 0.04% | 180 |
|
|
2025
Q1 | $620K | Hold |
10,190
| – | – | 0.05% | 156 |
|
|
2024
Q4 | $594K | Hold |
10,190
| – | – | 0.05% | 168 |
|
|
2024
Q3 | $662K | Hold |
10,190
| – | – | 0.05% | 158 |
|
|
2024
Q2 | $624K | Hold |
10,190
| – | – | 0.05% | 164 |
|
|
2024
Q1 | $631K | Hold |
10,190
| – | – | 0.05% | 157 |
|
|
2023
Q4 | $583K | Sell |
10,190
-1,625
| -14% | -$93K | 0.1% | 135 |
|
|
2023
Q3 | $638K | Hold |
11,815
| – | – | 0.12% | 124 |
|
|
2023
Q2 | $662K | Hold |
11,815
| – | – | 0.12% | 125 |
|
|
2023
Q1 | $645K | Hold |
11,815
| – | – | 0.13% | 133 |
|
|
2022
Q4 | $670K | Hold |
11,815
| – | – | 0.15% | 120 |
|
|
2022
Q3 | $598K | Hold |
11,815
| – | – | 0.15% | 120 |
|
|
2022
Q2 | $635K | Hold |
11,815
| – | – | 0.16% | 110 |
|
|
2022
Q1 | $682K | Buy |
+11,815
| New | +$682K | 0.16% | 101 |
|