Pinnacle Wealth Management Advisory 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 | – | Sell |
-3,506
| Closed | -$213K | – | 376 |
|
|
2025
Q1 | $213K | Buy |
3,506
+42
| +1% | +$2.56K | 0.02% | 338 |
|
|
2024
Q4 | $202K | Sell |
3,464
-136
| -4% | -$7.93K | 0.02% | 345 |
|
|
2024
Q3 | $234K | Hold |
3,600
| – | – | 0.02% | 317 |
|
|
2024
Q2 | $221K | Hold |
3,600
| – | – | 0.02% | 321 |
|
|
2024
Q1 | $223K | Hold |
3,600
| – | – | 0.02% | 316 |
|
|
2023
Q4 | $206K | Buy |
+3,600
| New | +$206K | 0.02% | 310 |
|