Procyon 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 | $353K | Sell |
6,250
-1,890
| -23% | -$107K | 0.03% | 337 |
|
|
2025
Q1 | $496K | Hold |
8,140
| – | – | 0.03% | 370 |
|
|
2024
Q4 | $474K | Hold |
8,140
| – | – | 0.03% | 335 |
|
|
2024
Q3 | $529K | Hold |
8,140
| – | – | 0.04% | 325 |
|
|
2024
Q2 | $499K | Buy |
8,140
+1,890
| +30% | +$116K | 0.04% | 317 |
|
|
2024
Q1 | $387K | Hold |
6,250
| – | – | 0.03% | 372 |
|
|
2023
Q4 | $358K | Hold |
6,250
| – | – | 0.03% | 373 |
|
|
2023
Q3 | $338K | Hold |
6,250
| – | – | 0.03% | 371 |
|
|
2023
Q2 | $350K | Hold |
6,250
| – | – | 0.04% | 337 |
|
|
2023
Q1 | $341K | Hold |
6,250
| – | – | 0.06% | 290 |
|
|
2022
Q4 | $355K | Hold |
6,250
| – | – | 0.06% | 265 |
|
|
2022
Q3 | $316K | Sell |
6,250
-500
| -7% | -$25.3K | 0.08% | 235 |
|
|
2022
Q2 | $363K | Hold |
6,750
| – | – | 0.08% | 222 |
|
|
2022
Q1 | $390K | Hold |
6,750
| – | – | 0.08% | 217 |
|
|
2021
Q4 | $405K | Buy |
6,750
+1,250
| +23% | +$75K | 0.09% | 206 |
|
|
2021
Q3 | $304K | Hold |
5,500
| – | – | 0.08% | 225 |
|
|
2021
Q2 | $300K | Hold |
5,500
| – | – | 0.08% | 219 |
|
|
2021
Q1 | $278K | Hold |
5,500
| – | – | 0.12% | 177 |
|
|
2020
Q4 | $271K | Hold |
5,500
| – | – | 0.13% | 174 |
|
|
2020
Q3 | $250K | Hold |
5,500
| – | – | 0.14% | 161 |
|
|
2020
Q2 | $237K | Sell |
5,500
-1,000
| -15% | -$43.1K | 0.13% | 156 |
|
|
2020
Q1 | $244K | Hold |
6,500
| – | – | 0.16% | 125 |
|
|
2019
Q4 | $280K | Buy |
+6,500
| New | +$280K | 0.17% | 120 |
|