Northeast Financial Consultants’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 |
-26,525
| Closed | -$1.55M | – | 285 |
|
|
2024
Q4 | $1.55M | Hold |
26,525
| – | – | 0.07% | 120 |
|
|
2024
Q3 | $1.72M | Hold |
26,525
| – | – | 0.08% | 113 |
|
|
2024
Q2 | $1.63M | Sell |
26,525
-2,200
| -8% | -$135K | 0.07% | 110 |
|
|
2024
Q1 | $1.78M | Hold |
28,725
| – | – | 0.09% | 110 |
|
|
2023
Q4 | $1.64M | Hold |
28,725
| – | – | 0.09% | 110 |
|
|
2023
Q3 | $1.55M | Hold |
28,725
| – | – | 0.1% | 113 |
|
|
2023
Q2 | $1.61M | Hold |
28,725
| – | – | 0.1% | 112 |
|
|
2023
Q1 | $1.57M | Sell |
28,725
-22,675
| -44% | -$1.24M | 0.1% | 110 |
|
|
2022
Q4 | $2.92M | Buy |
+51,400
| New | +$2.92M | 0.2% | 81 |
|