Patriot Investment Management 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 | $546K | Buy |
9,661
+1
| +0% | +$56 | 0.04% | 150 |
|
|
2025
Q1 | $588K | Sell |
9,660
-349
| -3% | -$21.3K | 0.04% | 138 |
|
|
2024
Q4 | $583K | Sell |
10,009
-13,049
| -57% | -$760K | 0.04% | 142 |
|
|
2024
Q3 | $1.5M | Sell |
23,058
-79
| -0.3% | -$5.14K | 0.11% | 82 |
|
|
2024
Q2 | $1.42M | Sell |
23,137
-999
| -4% | -$61.2K | 0.11% | 83 |
|
|
2024
Q1 | $1.49M | Buy |
24,136
+1
| +0% | +$62 | 0.12% | 76 |
|
|
2023
Q4 | $1.38M | Sell |
24,135
-3,550
| -13% | -$203K | 0.12% | 85 |
|
|
2023
Q3 | $1.5M | Hold |
27,685
| – | – | 0.14% | 77 |
|
|
2023
Q2 | $1.55M | Sell |
27,685
-235
| -0.8% | -$13.2K | 0.13% | 79 |
|
|
2023
Q1 | $1.52M | Hold |
27,920
| – | – | 0.13% | 83 |
|
|
2022
Q4 | $1.56M | Sell |
27,920
-125
| -0.4% | -$6.97K | 0.14% | 83 |
|
|
2022
Q3 | $1.42M | Buy |
28,045
+13,070
| +87% | +$661K | 0.15% | 84 |
|
|
2022
Q2 | $805K | Sell |
14,975
-10,610
| -41% | -$570K | 0.08% | 124 |
|
|
2022
Q1 | $1.48M | Buy |
25,585
+5
| +0% | +$289 | 0.13% | 89 |
|
|
2021
Q4 | $1.54M | Buy |
25,580
+12,905
| +102% | +$775K | 0.13% | 87 |
|
|
2021
Q3 | $699K | Hold |
12,675
| – | – | 0.06% | 138 |
|
|
2021
Q2 | $691K | Sell |
12,675
-75
| -0.6% | -$4.09K | 0.06% | 141 |
|
|
2021
Q1 | $643K | Sell |
12,750
-2,385
| -16% | -$120K | 0.06% | 140 |
|
|
2020
Q4 | $744K | Buy |
15,135
+5
| +0% | +$246 | 0.11% | 92 |
|
|
2020
Q3 | $687K | Sell |
15,130
-625
| -4% | -$28.4K | 0.08% | 123 |
|
|
2020
Q2 | $680K | Sell |
15,755
-105
| -0.7% | -$4.53K | 0.09% | 121 |
|
|
2020
Q1 | $595K | Buy |
15,860
+2,375
| +18% | +$89.1K | 0.09% | 118 |
|
|
2019
Q4 | $581K | Sell |
13,485
-120
| -0.9% | -$5.17K | 0.08% | 135 |
|
|
2019
Q3 | $511K | Buy |
13,605
+525
| +4% | +$19.7K | 0.07% | 139 |
|
|
2019
Q2 | $510K | Buy |
13,080
+180
| +1% | +$7.02K | 0.07% | 140 |
|
|
2019
Q1 | $500K | Buy |
+12,900
| New | +$500K | 0.07% | 143 |
|