Perigon 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 | $3.41M | Sell |
60,423
-3,540
| -6% | -$200K | 0.08% | 242 |
|
|
2025
Q1 | $3.89M | Buy |
63,963
+12,515
| +24% | +$762K | 0.1% | 202 |
|
|
2024
Q4 | $3.07M | Sell |
51,448
-6,809
| -12% | -$407K | 0.08% | 239 |
|
|
2024
Q3 | $3.79M | Buy |
58,257
+471
| +0.8% | +$30.6K | 0.1% | 188 |
|
|
2024
Q2 | $3.54M | Buy |
57,786
+16,953
| +42% | +$1.04M | 0.1% | 178 |
|
|
2024
Q1 | $2.53M | Sell |
40,833
-177
| -0.4% | -$11K | 0.08% | 224 |
|
|
2023
Q4 | $2.35M | Sell |
41,010
-43,735
| -52% | -$2.5M | 0.08% | 212 |
|
|
2023
Q3 | $4.58M | Buy |
84,745
+6,270
| +8% | +$339K | 0.19% | 120 |
|
|
2023
Q2 | $4.4M | Buy |
78,475
+28,130
| +56% | +$1.58M | 0.17% | 128 |
|
|
2023
Q1 | $2.75M | Buy |
50,345
+5,120
| +11% | +$280K | 0.16% | 132 |
|
|
2022
Q4 | $2.57M | Buy |
45,225
+30,525
| +208% | +$1.73M | 0.16% | 141 |
|
|
2022
Q3 | $744K | Buy |
14,700
+9,770
| +198% | +$494K | 0.06% | 253 |
|
|
2022
Q2 | $265K | Hold |
4,930
| – | – | 0.02% | 455 |
|
|
2022
Q1 | $285K | Hold |
4,930
| – | – | 0.02% | 472 |
|
|
2021
Q4 | $296K | Hold |
4,930
| – | – | 0.02% | 456 |
|
|
2021
Q3 | $272K | Hold |
4,930
| – | – | 0.02% | 436 |
|
|
2021
Q2 | $269K | Buy |
+4,930
| New | +$269K | 0.02% | 426 |
|
|
2021
Q1 | – | Sell |
-1,100
| Closed | -$54K | – | 769 |
|
|
2020
Q4 | $54K | Buy |
+1,100
| New | +$54K | 0.01% | 719 |
|