Pettyjohn Wood & White’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.44M | Sell |
72,075
-675
| -0.9% | -$43.6K | 0.71% | 42 |
|
|
2025
Q4 | $4.74M | Sell |
72,750
-1,850
| -2% | -$117K | 0.74% | 40 |
|
|
2025
Q3 | $4.38M | Sell |
74,600
-475
| -0.6% | -$27.1K | 0.72% | 37 |
|
|
2025
Q2 | $4.24M | Sell |
75,075
-635
| -0.8% | -$35.8K | 0.76% | 36 |
|
|
2025
Q1 | $4.61M | Sell |
75,710
-1,525
| -2% | -$93.2K | 0.88% | 32 |
|
|
2024
Q4 | $4.5M | Sell |
77,235
-1,645
| -2% | -$102K | 0.82% | 34 |
|
|
2024
Q3 | $5.13M | Sell |
78,880
-755
| -0.9% | -$48.2K | 0.94% | 32 |
|
|
2024
Q2 | $4.88M | Sell |
79,635
-2,360
| -3% | -$142K | 0.95% | 31 |
|
|
2024
Q1 | $5.08M | Sell |
81,995
-1,650
| -2% | -$99.2K | 1.01% | 30 |
|
|
2023
Q4 | $4.79M | Sell |
83,645
-2,125
| -2% | -$116K | 1.04% | 31 |
|
|
2023
Q3 | $4.63M | Sell |
85,770
-2,560
| -3% | -$143K | 1.09% | 28 |
|
|
2023
Q2 | $4.95M | Sell |
88,330
-4,045
| -4% | -$225K | 1.14% | 28 |
|
|
2023
Q1 | $5.04M | Sell |
92,375
-365
| -0.4% | -$20K | 1.23% | 28 |
|
|
2022
Q4 | $5.26M | Sell |
92,740
-3,555
| -4% | -$196K | 1.31% | 26 |
|
|
2022
Q3 | $4.87M | Sell |
96,295
-740
| -0.8% | -$40K | 1.3% | 30 |
|
|
2022
Q2 | $5.22M | Buy |
97,035
+45
| +0% | +$2.47K | 1.23% | 33 |
|
|
2022
Q1 | $5.6M | Sell |
96,990
-675
| -0.7% | -$37.7K | 1.2% | 33 |
|
|
2021
Q4 | $5.87M | Sell |
97,665
-3,025
| -3% | -$173K | 1.21% | 31 |
|
|
2021
Q3 | $5.56M | Sell |
100,690
-1,875
| -2% | -$107K | 1.23% | 30 |
|
|
2021
Q2 | $5.6M | Sell |
102,565
-7,125
| -6% | -$377K | 1.25% | 31 |
|
|
2021
Q1 | $5.54M | Sell |
109,690
-2,600
| -2% | -$131K | 1.31% | 29 |
|
|
2020
Q4 | $5.52M | Sell |
112,290
-3,735
| -3% | -$176K | 1.41% | 27 |
|
|
2020
Q3 | $5.27M | Sell |
116,025
-4,500
| -4% | -$204K | 1.54% | 24 |
|
|
2020
Q2 | $5.2M | Sell |
120,525
-2,500
| -2% | -$106K | 1.66% | 18 |
|
|
2020
Q1 | $4.62M | Sell |
123,025
-1,700
| -1% | -$69.9K | 1.72% | 18 |
|
|
2019
Q4 | $5.38M | Sell |
124,725
-250
| -0.2% | -$10.1K | 1.55% | 23 |
|
|
2019
Q3 | $4.72M | Sell |
124,975
-2,000
| -2% | -$77K | 1.44% | 27 |
|
|
2019
Q2 | $4.96M | Buy |
126,975
+1,485
| +1% | +$56.2K | 1.54% | 22 |
|
|
2019
Q1 | $4.86M | Sell |
125,490
-1,500
| -1% | -$57K | 1.58% | 23 |
|
|
2018
Q4 | $4.59M | Buy |
126,990
+2,425
| +2% | +$92.9K | 1.68% | 21 |
|
|
2018
Q3 | $5.05M | Buy |
124,565
+875
| +0.7% | +$33.8K | 1.65% | 22 |
|
|
2018
Q2 | $4.41M | Sell |
123,690
-1,375
| -1% | -$48.5K | 1.54% | 24 |
|
|
2018
Q1 | $4.32M | Buy |
125,065
+5,525
| +5% | +$199K | 1.56% | 22 |
|
|
2017
Q4 | $4.17M | Sell |
119,540
-7,150
| -6% | -$248K | 1.5% | 25 |
|
|
2017
Q3 | $4.36M | Sell |
126,690
-1,750
| -1% | -$59K | 1.62% | 20 |
|
|
2017
Q2 | $4.27M | Buy |
128,440
+10,800
| +9% | +$345K | 1.58% | 20 |
|
|
2017
Q1 | $3.66M | Sell |
117,640
-1,375
| -1% | -$42K | 1.36% | 28 |
|
|
2016
Q4 | $3.43M | Sell |
119,015
-2,375
| -2% | -$68.8K | 1.33% | 26 |
|
|
2016
Q3 | $3.65M | Hold |
121,390
| – | – | 1.74% | 17 |
|
|
2016
Q2 | $3.6M | Sell |
121,390
-1,200
| -1% | -$35K | 1.42% | 22 |
|
|
2016
Q1 | $3.45M | Buy |
122,590
+500
| +0.4% | +$13.8K | 1.41% | 24 |
|
|
2015
Q4 | $3.66M | Sell |
122,090
-2,285
| -2% | -$67.9K | 1.55% | 18 |
|
|
2015
Q3 | $3.48M | Sell |
124,375
-8,680
| -7% | -$270K | 1.6% | 19 |
|
|
2015
Q2 | $4.22M | Buy |
133,055
+21,190
| +19% | +$667K | 1.78% | 15 |
|
|
2015
Q1 | $3.45M | Sell |
111,865
-1,000
| -0.9% | -$30.2K | 1.43% | 23 |
|
|
2014
Q4 | $3.25M | Sell |
112,865
-6,080
| -5% | -$171K | 1.35% | 26 |
|
|
2014
Q3 | $3.2M | Buy |
118,945
+1,930
| +2% | +$50.9K | 1.38% | 24 |
|
|
2014
Q2 | $3M | Buy |
117,015
+49,365
| +73% | +$1.22M | 1.31% | 27 |
|
|
2014
Q1 | $1.67M | Buy |
67,650
+6,800
| +11% | +$165K | 0.76% | 43 |
|
|
2013
Q4 | $1.42M | Sell |
60,850
-1,500
| -2% | -$33.7K | 0.83% | 44 |
|
|
2013
Q3 | $1.33M | Hold |
62,350
| – | – | 0.83% | 41 |
|
|
2013
Q2 | $1.25M | Buy |
+62,350
| New | +$1.25M | 0.78% | 47 |
|
Other funds holding IYH
PCH
PRS
