OneDigital 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 | $8.48M | Sell |
150,191
-4,881
| -3% | -$276K | 0.09% | 176 |
|
|
2025
Q1 | $9.44M | Sell |
155,072
-18,687
| -11% | -$1.14M | 0.11% | 157 |
|
|
2024
Q4 | $10.1M | Sell |
173,759
-21,796
| -11% | -$1.27M | 0.12% | 148 |
|
|
2024
Q3 | $12.7M | Buy |
195,555
+24,085
| +14% | +$1.57M | 0.15% | 126 |
|
|
2024
Q2 | $10.5M | Buy |
171,470
+15,985
| +10% | +$979K | 0.13% | 133 |
|
|
2024
Q1 | $9.62M | Sell |
155,485
-23,085
| -13% | -$1.43M | 0.15% | 129 |
|
|
2023
Q4 | $10.2M | Buy |
178,570
+9,265
| +5% | +$530K | 0.18% | 117 |
|
|
2023
Q3 | $9.14M | Sell |
169,305
-42,210
| -20% | -$2.28M | 0.2% | 104 |
|
|
2023
Q2 | $11.9M | Buy |
211,515
+17,550
| +9% | +$984K | 0.26% | 81 |
|
|
2023
Q1 | $10.6M | Buy |
193,965
+73,160
| +61% | +$4M | 0.25% | 80 |
|
|
2022
Q4 | $6.85M | Buy |
120,805
+87,605
| +264% | +$4.97M | 0.2% | 101 |
|
|
2022
Q3 | $1.68M | Buy |
33,200
+2,085
| +7% | +$106K | 0.06% | 212 |
|
|
2022
Q2 | $1.67M | Buy |
31,115
+3,275
| +12% | +$176K | 0.07% | 180 |
|
|
2022
Q1 | $1.61M | Buy |
27,840
+85
| +0.3% | +$4.91K | 0.06% | 195 |
|
|
2021
Q4 | $1.67M | Buy |
27,755
+1,535
| +6% | +$92.2K | 0.06% | 192 |
|
|
2021
Q3 | $1.45M | Buy |
26,220
+2,355
| +10% | +$130K | 0.06% | 203 |
|
|
2021
Q2 | $1.3M | Buy |
23,865
+1,520
| +7% | +$82.9K | 0.05% | 211 |
|
|
2021
Q1 | $1.13M | Buy |
22,345
+1,650
| +8% | +$83.3K | 0.05% | 223 |
|
|
2020
Q4 | $1.02M | Buy |
20,695
+655
| +3% | +$32.2K | 0.05% | 227 |
|
|
2020
Q3 | $911K | Sell |
20,040
-500
| -2% | -$22.7K | 0.06% | 210 |
|
|
2020
Q2 | $886K | Sell |
20,540
-500
| -2% | -$21.6K | 0.06% | 222 |
|
|
2020
Q1 | $790K | Buy |
21,040
+3,200
| +18% | +$120K | 0.07% | 219 |
|
|
2019
Q4 | $770K | Hold |
17,840
| – | – | 0.06% | 225 |
|
|
2019
Q3 | $675K | Buy |
+17,840
| New | +$675K | 0.06% | 221 |
|