Plante Moran Financial Advisors’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 | $188K | Hold |
3,335
| – | – | 0.01% | 166 |
|
|
2025
Q1 | $203K | Hold |
3,335
| – | – | 0.02% | 169 |
|
|
2024
Q4 | $194K | Hold |
3,335
| – | – | 0.02% | 177 |
|
|
2024
Q3 | $217K | Hold |
3,335
| – | – | 0.02% | 173 |
|
|
2024
Q2 | $204K | Hold |
3,335
| – | – | 0.02% | 172 |
|
|
2024
Q1 | $206K | Hold |
3,335
| – | – | 0.02% | 173 |
|
|
2023
Q4 | $191K | Hold |
3,335
| – | – | 0.02% | 175 |
|
|
2023
Q3 | $180K | Hold |
3,335
| – | – | 0.02% | 158 |
|
|
2023
Q2 | $187K | Hold |
3,335
| – | – | 0.02% | 162 |
|
|
2023
Q1 | $182K | Hold |
3,335
| – | – | 0.02% | 157 |
|
|
2022
Q4 | $189K | Hold |
3,335
| – | – | 0.03% | 159 |
|
|
2022
Q3 | $169K | Hold |
3,335
| – | – | 0.03% | 159 |
|
|
2022
Q2 | $179K | Hold |
3,335
| – | – | 0.03% | 162 |
|
|
2022
Q1 | $193K | Hold |
3,335
| – | – | 0.04% | 166 |
|
|
2021
Q4 | $200K | Hold |
3,335
| – | – | 0.03% | 181 |
|
|
2021
Q3 | $184K | Sell |
3,335
-95
| -3% | -$5.24K | 0.04% | 195 |
|
|
2021
Q2 | $187K | Buy |
3,430
+95
| +3% | +$5.18K | 0.05% | 183 |
|
|
2021
Q1 | $168K | Hold |
3,335
| – | – | 0.05% | 193 |
|
|
2020
Q4 | $164K | Hold |
3,335
| – | – | 0.05% | 194 |
|
|
2020
Q3 | $152K | Hold |
3,335
| – | – | 0.05% | 187 |
|
|
2020
Q2 | $144K | Buy |
3,335
+600
| +22% | +$25.9K | 0.06% | 165 |
|
|
2020
Q1 | $103K | Hold |
2,735
| – | – | 0.05% | 186 |
|
|
2019
Q4 | $118K | Sell |
2,735
-850
| -24% | -$36.7K | 0.04% | 215 |
|
|
2019
Q3 | $136K | Sell |
3,585
-150
| -4% | -$5.69K | 0.04% | 204 |
|
|
2019
Q2 | $146K | Sell |
3,735
-165
| -4% | -$6.45K | 0.04% | 185 |
|
|
2019
Q1 | $151K | Sell |
3,900
-275
| -7% | -$10.6K | 0.05% | 181 |
|
|
2018
Q4 | $151K | Sell |
4,175
-210
| -5% | -$7.6K | 0.05% | 159 |
|
|
2018
Q3 | $178K | Sell |
4,385
-75
| -2% | -$3.04K | 0.06% | 162 |
|
|
2018
Q2 | $159K | Buy |
4,460
+850
| +24% | +$30.3K | 0.08% | 184 |
|
|
2018
Q1 | $125K | Hold |
3,610
| – | – | 0.07% | 201 |
|
|
2017
Q4 | $126K | Hold |
3,610
| – | – | 0.07% | 193 |
|
|
2017
Q3 | $124K | Hold |
3,610
| – | – | 0.07% | 175 |
|
|
2017
Q2 | $120K | Hold |
3,610
| – | – | 0.08% | 177 |
|
|
2017
Q1 | $112K | Hold |
3,610
| – | – | 0.07% | 190 |
|
|
2016
Q4 | $104K | Buy |
3,610
+2,735
| +313% | +$78.8K | 0.06% | 209 |
|
|
2016
Q3 | $26K | Hold |
875
| – | – | 0.02% | 433 |
|
|
2016
Q2 | $26K | Hold |
875
| – | – | 0.02% | 389 |
|
|
2016
Q1 | $25K | Hold |
875
| – | – | 0.02% | 353 |
|
|
2015
Q4 | $26K | Hold |
875
| – | – | 0.02% | 406 |
|
|
2015
Q3 | $24K | Hold |
875
| – | – | 0.02% | 358 |
|
|
2015
Q2 | $28K | Hold |
875
| – | – | 0.02% | 382 |
|
|
2015
Q1 | $27K | Hold |
875
| – | – | 0.02% | 365 |
|
|
2014
Q4 | $25K | Hold |
875
| – | – | 0.02% | 379 |
|
|
2014
Q3 | $24K | Buy |
+875
| New | +$24K | 0.02% | 376 |
|