Planning Directions’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 | $753K | Sell |
13,341
-542
| -4% | -$30.6K | 0.42% | 34 |
|
|
2025
Q1 | $845K | Sell |
13,883
-2,067
| -13% | -$126K | 0.36% | 48 |
|
|
2024
Q4 | $929K | Sell |
15,950
-3,050
| -16% | -$178K | 0.54% | 30 |
|
|
2024
Q3 | $1.24M | Sell |
19,000
-1,696
| -8% | -$110K | 0.74% | 25 |
|
|
2024
Q2 | $1.27M | Sell |
20,696
-1,964
| -9% | -$120K | 0.86% | 24 |
|
|
2024
Q1 | $1.4M | Sell |
22,660
-15,020
| -40% | -$930K | 0.97% | 23 |
|
|
2023
Q4 | $2.16M | Buy |
37,680
+1,645
| +5% | +$94.2K | 1.54% | 13 |
|
|
2023
Q3 | $1.95M | Buy |
36,035
+2,290
| +7% | +$124K | 1.49% | 15 |
|
|
2023
Q2 | $1.89M | Buy |
33,745
+3,405
| +11% | +$191K | 1.38% | 15 |
|
|
2023
Q1 | $1.66M | Buy |
30,340
+1,920
| +7% | +$105K | 1.23% | 18 |
|
|
2022
Q4 | $1.61M | Buy |
28,420
+3,115
| +12% | +$177K | 1.23% | 18 |
|
|
2022
Q3 | $1.28M | Buy |
25,305
+5,250
| +26% | +$266K | 1.03% | 22 |
|
|
2022
Q2 | $1.08M | Buy |
20,055
+1,655
| +9% | +$89K | 0.83% | 25 |
|
|
2022
Q1 | $1.06M | Buy |
18,400
+1,575
| +9% | +$91K | 0.75% | 25 |
|
|
2021
Q4 | $1.01M | Buy |
16,825
+320
| +2% | +$19.2K | 0.67% | 28 |
|
|
2021
Q3 | $911K | Sell |
16,505
-480
| -3% | -$26.5K | 0.66% | 27 |
|
|
2021
Q2 | $927K | Sell |
16,985
-875
| -5% | -$47.8K | 0.68% | 25 |
|
|
2021
Q1 | $902K | Sell |
17,860
-1,550
| -8% | -$78.3K | 0.71% | 24 |
|
|
2020
Q4 | $955K | Sell |
19,410
-940
| -5% | -$46.2K | 0.77% | 23 |
|
|
2020
Q3 | $925K | Sell |
20,350
-130
| -0.6% | -$5.91K | 0.81% | 22 |
|
|
2020
Q2 | $883K | Buy |
+20,480
| New | +$883K | 0.82% | 22 |
|
|
2020
Q1 | – | Sell |
-20,865
| Closed | -$900K | – | 78 |
|
|
2019
Q4 | $900K | Sell |
20,865
-295
| -1% | -$12.7K | 0.83% | 25 |
|
|
2019
Q3 | $800K | Buy |
21,160
+45
| +0.2% | +$1.7K | 0.77% | 27 |
|
|
2019
Q2 | $825K | Sell |
21,115
-100
| -0.5% | -$3.91K | 0.84% | 28 |
|
|
2019
Q1 | $822K | Buy |
21,215
+1,150
| +6% | +$44.6K | 0.98% | 27 |
|
|
2018
Q4 | $726K | Sell |
20,065
-190
| -0.9% | -$6.88K | 0.9% | 27 |
|
|
2018
Q3 | $822K | Sell |
20,255
-205
| -1% | -$8.32K | 0.76% | 29 |
|
|
2018
Q2 | $729K | Sell |
20,460
-1,215
| -6% | -$43.3K | 0.7% | 30 |
|
|
2018
Q1 | $748K | Buy |
+21,675
| New | +$748K | 0.73% | 28 |
|