PFS
Prospera Financial Services’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $976K | Sell |
17,286
-56
| -0.3% | -$3.16K | 0.02% | 668 |
|
|
2025
Q1 | $1.06M | Sell |
17,342
-880
| -5% | -$53.6K | 0.02% | 552 |
|
|
2024
Q4 | $1.06M | Sell |
18,222
-3,395
| -16% | -$198K | 0.02% | 522 |
|
|
2024
Q3 | $1.41M | Sell |
21,617
-8,551
| -28% | -$556K | 0.04% | 420 |
|
|
2024
Q2 | $1.85M | Buy |
30,168
+1,812
| +6% | +$111K | 0.05% | 356 |
|
|
2024
Q1 | $1.76M | Buy |
28,356
+22,692
| +401% | +$1.4M | 0.05% | 353 |
|
|
2023
Q4 | $1.62M | Buy |
5,664
+162
| +3% | +$46.4K | 0.05% | 355 |
|
|
2023
Q3 | $1.49M | Buy |
5,502
+70
| +1% | +$18.9K | 0.06% | 328 |
|
|
2023
Q2 | $1.52M | Sell |
5,432
-28,744
| -84% | -$8.06M | 0.06% | 316 |
|
|
2023
Q1 | $9.33M | Buy |
34,176
+1,462
| +4% | +$399K | 0.38% | 50 |
|
|
2022
Q4 | $9.28M | Buy |
32,714
+334
| +1% | +$94.8K | 0.47% | 39 |
|
|
2022
Q3 | $8.19M | Buy |
32,380
+21,559
| +199% | +$5.45M | 0.43% | 39 |
|
|
2022
Q2 | $2.91M | Buy |
10,821
+6,624
| +158% | +$1.78M | 0.15% | 179 |
|
|
2022
Q1 | $1.21M | Buy |
4,197
+827
| +25% | +$239K | 0.05% | 384 |
|
|
2021
Q4 | $1.01M | Sell |
3,370
-256
| -7% | -$76.9K | 0.04% | 409 |
|
|
2021
Q3 | $1M | Buy |
3,626
+303
| +9% | +$83.6K | 0.05% | 371 |
|
|
2021
Q2 | $908K | Sell |
3,323
-2,240
| -40% | -$612K | 0.05% | 399 |
|
|
2021
Q1 | $1.4M | Sell |
5,563
-10,899
| -66% | -$2.75M | 0.08% | 275 |
|
|
2020
Q4 | $4.05M | Buy |
16,462
+13,952
| +556% | +$3.43M | 0.28% | 76 |
|
|
2020
Q3 | $571K | Sell |
2,510
-13,839
| -85% | -$3.15M | 0.22% | 85 |
|
|
2020
Q2 | $3.53M | Buy |
16,349
+13,972
| +588% | +$3.01M | 0.31% | 75 |
|
|
2020
Q1 | $446K | Sell |
2,377
-13,622
| -85% | -$2.56M | 0.05% | 321 |
|
|
2019
Q4 | $3.45M | Buy |
15,999
+12,212
| +322% | +$2.63M | 0.27% | 80 |
|
|
2019
Q3 | $716K | Sell |
3,787
-302
| -7% | -$57.1K | 0.07% | 226 |
|
|
2019
Q2 | $802K | Buy |
+4,089
| New | +$802K | 0.09% | 197 |
|
|
2019
Q1 | – | Sell |
-17,742
| Closed | -$3.21M | – | 388 |
|
|
2018
Q4 | $3.21M | Buy |
17,742
+14,101
| +387% | +$2.55M | 0.65% | 20 |
|
|
2018
Q3 | $689K | Sell |
3,641
-1,476
| -29% | -$279K | 0.13% | 167 |
|
|
2018
Q2 | $921K | Buy |
5,117
+279
| +6% | +$50.2K | 0.12% | 145 |
|
|
2018
Q1 | $838K | Buy |
4,838
+1,349
| +39% | +$234K | 0.12% | 167 |
|
|
2017
Q4 | $620K | Sell |
3,489
-1,115
| -24% | -$198K | 0.09% | 181 |
|
|
2017
Q3 | $799K | Sell |
4,604
-291
| -6% | -$50.5K | 0.12% | 163 |
|
|
2017
Q2 | $811K | Buy |
4,895
+60
| +1% | +$9.94K | 0.13% | 153 |
|
|
2017
Q1 | $751K | Buy |
4,835
+620
| +15% | +$96.3K | 0.14% | 136 |
|
|
2016
Q4 | $621K | Sell |
4,215
-1,814
| -30% | -$267K | 0.12% | 153 |
|
|
2016
Q3 | $906K | Buy |
6,029
+1,859
| +45% | +$279K | 0.18% | 103 |
|
|
2016
Q2 | $618K | Buy |
4,170
+2,630
| +171% | +$390K | 0.13% | 136 |
|
|
2016
Q1 | $216K | Buy |
+1,540
| New | +$216K | 0.05% | 285 |
|
|
2015
Q3 | – | Sell |
-28,220
| Closed | -$4.48M | – | 315 |
|
|
2015
Q2 | $4.48M | Buy |
28,220
+26,587
| +1,628% | +$4.22M | 1.07% | 14 |
|
|
2015
Q1 | $252K | Buy |
1,633
+34
| +2% | +$5.25K | 0.06% | 243 |
|
|
2014
Q4 | $230K | Sell |
1,599
-132,014
| -99% | -$19M | 0.06% | 246 |
|
|
2014
Q3 | $18M | Buy |
133,613
+10,991
| +9% | +$1.48M | 4.84% | 2 |
|
|
2014
Q2 | $15.7M | Sell |
122,622
-49,390
| -29% | -$6.33M | 4.25% | 2 |
|
|
2014
Q1 | $21.2M | Buy |
172,012
+69,888
| +68% | +$8.6M | 6.68% | 5 |
|
|
2013
Q4 | $11.9M | Buy |
102,124
+12,959
| +15% | +$1.51M | 4% | 6 |
|
|
2013
Q3 | $9.67M | Buy |
+89,165
| New | +$9.67M | 3.67% | 6 |
|