Patten & Patten’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 | $220K | Hold |
3,900
| – | – | 0.01% | 302 |
|
|
2025
Q1 | $237K | Hold |
3,900
| – | – | 0.02% | 292 |
|
|
2024
Q4 | $227K | Hold |
3,900
| – | – | 0.02% | 292 |
|
|
2024
Q3 | $254K | Hold |
3,900
| – | – | 0.02% | 276 |
|
|
2024
Q2 | $239K | Buy |
3,900
+75
| +2% | +$4.6K | 0.02% | 281 |
|
|
2024
Q1 | $237K | Sell |
3,825
-375
| -9% | -$23.2K | 0.02% | 282 |
|
|
2023
Q4 | $240K | Hold |
4,200
| – | – | 0.02% | 254 |
|
|
2023
Q3 | $227K | Hold |
4,200
| – | – | 0.02% | 260 |
|
|
2023
Q2 | $235K | Hold |
4,200
| – | – | 0.02% | 256 |
|
|
2023
Q1 | $229K | Buy |
4,200
+25
| +0.6% | +$1.37K | 0.02% | 248 |
|
|
2022
Q4 | $237K | Hold |
4,175
| – | – | 0.02% | 244 |
|
|
2022
Q3 | $211K | Hold |
4,175
| – | – | 0.02% | 253 |
|
|
2022
Q2 | $224K | Hold |
4,175
| – | – | 0.02% | 257 |
|
|
2022
Q1 | $241K | Hold |
4,175
| – | – | 0.02% | 266 |
|
|
2021
Q4 | $251K | Sell |
4,175
-1,375
| -25% | -$82.7K | 0.02% | 257 |
|
|
2021
Q3 | $306K | Hold |
5,550
| – | – | 0.02% | 243 |
|
|
2021
Q2 | $303K | Sell |
5,550
-225
| -4% | -$12.3K | 0.02% | 237 |
|
|
2021
Q1 | $291K | Hold |
5,775
| – | – | 0.02% | 233 |
|
|
2020
Q4 | $284K | Hold |
5,775
| – | – | 0.02% | 220 |
|
|
2020
Q3 | $262K | Sell |
5,775
-500
| -8% | -$22.7K | 0.03% | 216 |
|
|
2020
Q2 | $271K | Buy |
6,275
+35
| +0.6% | +$1.51K | 0.03% | 211 |
|
|
2020
Q1 | $234K | Buy |
6,240
+640
| +11% | +$24K | 0.03% | 209 |
|
|
2019
Q4 | $242K | Buy |
+5,600
| New | +$242K | 0.02% | 224 |
|