Oxford Financial Group’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 | $568K | Hold |
10,055
| – | – | 0.03% | 122 |
|
|
2025
Q1 | $612K | Hold |
10,055
| – | – | 0.04% | 112 |
|
|
2024
Q4 | $586K | Hold |
10,055
| – | – | 0.04% | 126 |
|
|
2024
Q3 | $654K | Hold |
10,055
| – | – | 0.04% | 112 |
|
|
2024
Q2 | $616K | Buy |
+10,055
| New | +$616K | 0.04% | 128 |
|
|
2023
Q4 | – | Sell |
-390
| Closed | -$21.1K | – | 304 |
|
|
2023
Q3 | $21.1K | Hold |
390
| – | – | ﹤0.01% | 252 |
|
|
2023
Q2 | $21.9K | Hold |
390
| – | – | ﹤0.01% | 272 |
|
|
2023
Q1 | $21.3K | Buy |
+390
| New | +$21.3K | ﹤0.01% | 235 |
|