Palisades Hudson Asset 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 | $343K | Sell |
6,081
-42
| -0.7% | -$2.37K | 0.13% | 75 |
|
|
2025
Q1 | $373K | Sell |
6,123
-113
| -2% | -$6.88K | 0.17% | 59 |
|
|
2024
Q4 | $363K | Buy |
6,236
+21
| +0.3% | +$1.22K | 0.15% | 68 |
|
|
2024
Q3 | $404K | Buy |
6,215
+22
| +0.4% | +$1.43K | 0.17% | 64 |
|
|
2024
Q2 | $379K | Buy |
6,193
+13
| +0.2% | +$796 | 0.17% | 63 |
|
|
2024
Q1 | $383K | Buy |
6,180
+15
| +0.2% | +$930 | 0.17% | 67 |
|
|
2023
Q4 | $353K | Buy |
6,165
+50
| +0.8% | +$2.86K | 0.17% | 65 |
|
|
2023
Q3 | $330K | Hold |
6,115
| – | – | 0.18% | 64 |
|
|
2023
Q2 | $343K | Buy |
6,115
+10
| +0.2% | +$561 | 0.18% | 65 |
|
|
2023
Q1 | $333K | Sell |
6,105
-105
| -2% | -$5.73K | 0.18% | 64 |
|
|
2022
Q4 | $352K | Buy |
6,210
+15
| +0.2% | +$850 | 0.19% | 65 |
|
|
2022
Q3 | $313K | Buy |
6,195
+25
| +0.4% | +$1.26K | 0.19% | 67 |
|
|
2022
Q2 | $332K | Buy |
6,170
+15
| +0.2% | +$807 | 0.19% | 67 |
|
|
2022
Q1 | $356K | Buy |
6,155
+15
| +0.2% | +$868 | 0.17% | 72 |
|
|
2021
Q4 | $369K | Buy |
6,140
+15
| +0.2% | +$901 | 0.16% | 74 |
|
|
2021
Q3 | $338K | Buy |
6,125
+20
| +0.3% | +$1.1K | 0.15% | 78 |
|
|
2021
Q2 | $333K | Sell |
6,105
-360
| -6% | -$19.6K | 0.15% | 73 |
|
|
2021
Q1 | $326K | Buy |
6,465
+20
| +0.3% | +$1.01K | 0.16% | 75 |
|
|
2020
Q4 | $317K | Sell |
6,445
-980
| -13% | -$48.2K | 0.16% | 72 |
|
|
2020
Q3 | $337K | Buy |
7,425
+25
| +0.3% | +$1.14K | 0.22% | 66 |
|
|
2020
Q2 | $319K | Buy |
7,400
+20
| +0.3% | +$862 | 0.22% | 66 |
|
|
2020
Q1 | $277K | Buy |
7,380
+20
| +0.3% | +$751 | 0.23% | 61 |
|
|
2019
Q4 | $318K | Sell |
7,360
-100
| -1% | -$4.32K | 0.2% | 70 |
|
|
2019
Q3 | $282K | Buy |
7,460
+25
| +0.3% | +$945 | 0.2% | 70 |
|
|
2019
Q2 | $290K | Buy |
7,435
+15
| +0.2% | +$585 | 0.2% | 69 |
|
|
2019
Q1 | $287K | Buy |
7,420
+70
| +1% | +$2.71K | 0.19% | 70 |
|
|
2018
Q4 | $266K | Buy |
7,350
+35
| +0.5% | +$1.27K | 0.16% | 87 |
|
|
2018
Q3 | $297K | Buy |
7,315
+15
| +0.2% | +$609 | 0.15% | 90 |
|
|
2018
Q2 | $260K | Hold |
7,300
| – | – | 0.14% | 93 |
|
|
2018
Q1 | $252K | Buy |
7,300
+20
| +0.3% | +$690 | 0.14% | 97 |
|
|
2017
Q4 | $254K | Buy |
7,280
+20
| +0.3% | +$698 | 0.14% | 96 |
|
|
2017
Q3 | $250K | Buy |
7,260
+15
| +0.2% | +$517 | 0.14% | 92 |
|
|
2017
Q2 | $241K | Buy |
7,245
+20
| +0.3% | +$665 | 0.14% | 99 |
|
|
2017
Q1 | $225K | Buy |
7,225
+20
| +0.3% | +$623 | 0.14% | 90 |
|
|
2016
Q4 | $208K | Buy |
7,205
+25
| +0.3% | +$722 | 0.13% | 93 |
|
|
2016
Q3 | $216K | Buy |
7,180
+25
| +0.3% | +$752 | 0.17% | 86 |
|
|
2016
Q2 | $212K | Buy |
7,155
+25
| +0.4% | +$741 | 0.17% | 88 |
|
|
2016
Q1 | $200K | Buy |
7,130
+80
| +1% | +$2.24K | 0.16% | 95 |
|
|
2015
Q4 | $212K | Buy |
+7,050
| New | +$212K | 0.18% | 90 |
|
|
2015
Q3 | – | Sell |
-7,000
| Closed | -$222K | – | 88 |
|
|
2015
Q2 | $222K | Buy |
7,000
+15
| +0.2% | +$476 | 0.19% | 82 |
|
|
2015
Q1 | $216K | Buy |
6,985
+15
| +0.2% | +$464 | 0.17% | 83 |
|
|
2014
Q4 | $201K | Buy |
+6,970
| New | +$201K | 0.16% | 87 |
|
|
2014
Q2 | – | Sell |
-8,925
| Closed | -$220K | – | 73 |
|
|
2014
Q1 | $220K | Sell |
8,925
-5
| -0.1% | -$123 | 0.19% | 65 |
|
|
2013
Q4 | $208K | Buy |
+8,930
| New | +$208K | 0.17% | 65 |
|