NorthRock Partners’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 | $1.04M | Sell |
18,360
-1,410
| -7% | -$79.6K | 0.03% | 230 |
|
|
2025
Q1 | $1.2M | Sell |
19,770
-815
| -4% | -$49.6K | 0.04% | 182 |
|
|
2024
Q4 | $1.2M | Hold |
20,585
| – | – | 0.04% | 179 |
|
|
2024
Q3 | $1.34M | Hold |
20,585
| – | – | 0.04% | 176 |
|
|
2024
Q2 | $1.26M | Sell |
20,585
-160
| -0.8% | -$9.8K | 0.05% | 169 |
|
|
2024
Q1 | $1.28M | Buy |
20,745
+530
| +3% | +$32.8K | 0.05% | 163 |
|
|
2023
Q4 | $1.16M | Buy |
20,215
+10,270
| +103% | +$588K | 0.05% | 167 |
|
|
2023
Q3 | $537K | Buy |
9,945
+45
| +0.5% | +$2.43K | 0.06% | 145 |
|
|
2023
Q2 | $555K | Sell |
9,900
-6,660
| -40% | -$373K | 0.06% | 127 |
|
|
2023
Q1 | $904K | Buy |
16,560
+635
| +4% | +$34.7K | 0.1% | 98 |
|
|
2022
Q4 | $904K | Sell |
15,925
-635
| -4% | -$36K | 0.1% | 101 |
|
|
2022
Q3 | $838K | Hold |
16,560
| – | – | 0.1% | 93 |
|
|
2022
Q2 | $891K | Sell |
16,560
-1,000
| -6% | -$53.8K | 0.09% | 100 |
|
|
2022
Q1 | $1.01M | Sell |
17,560
-1,675
| -9% | -$96.7K | 0.09% | 101 |
|
|
2021
Q4 | $1.16M | Buy |
19,235
+1,015
| +6% | +$61K | 0.09% | 91 |
|
|
2021
Q3 | $1.06M | Sell |
18,220
-1,015
| -5% | -$59.1K | 0.09% | 91 |
|
|
2021
Q2 | $1.05M | Hold |
19,235
| – | – | 0.09% | 84 |
|
|
2021
Q1 | $971K | Hold |
19,235
| – | – | 0.09% | 79 |
|
|
2020
Q4 | $946K | Hold |
19,235
| – | – | 0.09% | 78 |
|
|
2020
Q3 | $874K | Sell |
19,235
-10
| -0.1% | -$454 | 0.1% | 84 |
|
|
2020
Q2 | $830K | Sell |
19,245
-740
| -4% | -$31.9K | 0.1% | 87 |
|
|
2020
Q1 | $751K | Buy |
19,985
+1,350
| +7% | +$50.7K | 0.11% | 88 |
|
|
2019
Q4 | $804K | Buy |
18,635
+2,145
| +13% | +$92.5K | 0.08% | 116 |
|
|
2019
Q3 | $623K | Buy |
+16,490
| New | +$623K | 0.08% | 109 |
|