Oxinas Partners Wealth Management’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 | $1.03M | Sell |
18,208
-70
| -0.4% | -$3.95K | 0.53% | 47 |
|
|
2025
Q1 | $1.11M | Sell |
18,278
-1,260
| -6% | -$76.7K | 0.66% | 40 |
|
|
2024
Q4 | $1.14M | Sell |
19,538
-1,044
| -5% | -$60.8K | 0.67% | 37 |
|
|
2024
Q3 | $1.34M | Sell |
20,582
-8,663
| -30% | -$563K | 0.82% | 37 |
|
|
2024
Q2 | $1.79M | Sell |
29,245
-7,689
| -21% | -$471K | 1.19% | 26 |
|
|
2024
Q1 | $2.29M | Buy |
36,934
+1,174
| +3% | +$72.7K | 1.48% | 25 |
|
|
2023
Q4 | $2.05M | Buy |
35,760
+435
| +1% | +$24.9K | 1.45% | 24 |
|
|
2023
Q3 | $1.91M | Buy |
35,325
+1,090
| +3% | +$58.9K | 1.42% | 24 |
|
|
2023
Q2 | $1.92M | Buy |
34,235
+835
| +3% | +$46.8K | 1.26% | 24 |
|
|
2023
Q1 | $1.82M | Sell |
33,400
-160
| -0.5% | -$8.74K | 1.32% | 25 |
|
|
2022
Q4 | $1.9M | Buy |
33,560
+140
| +0.4% | +$7.94K | 1.61% | 19 |
|
|
2022
Q3 | $1.69M | Buy |
33,420
+21,865
| +189% | +$1.11M | 1.4% | 22 |
|
|
2022
Q2 | $621K | Buy |
11,555
+635
| +6% | +$34.1K | 0.47% | 49 |
|
|
2022
Q1 | $631K | Buy |
10,920
+665
| +6% | +$38.4K | 0.4% | 55 |
|
|
2021
Q4 | $616K | Buy |
+10,255
| New | +$616K | 0.35% | 68 |
|