Realta Investment 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 | $56.5K | Hold |
1,000
| – | – | 0.02% | 226 |
|
|
2025
Q1 | $60.9K | Hold |
1,000
| – | – | 0.03% | 224 |
|
|
2024
Q4 | $58.9K | Hold |
1,000
| – | – | 0.02% | 244 |
|
|
2024
Q3 | $65.2K | Sell |
1,000
-251
| -20% | -$16.4K | 0.03% | 229 |
|
|
2024
Q2 | $76.7K | Sell |
1,251
-409
| -25% | -$25.1K | 0.02% | 492 |
|
|
2024
Q1 | $103K | Buy |
+1,660
| New | +$103K | 0.02% | 478 |
|
|
2023
Q4 | – | Sell |
-1,505
| Closed | -$84.4K | – | 624 |
|
|
2023
Q3 | $84.4K | Hold |
1,505
| – | – | 0.02% | 476 |
|
|
2023
Q2 | $84.4K | Buy |
+1,505
| New | +$84.4K | 0.02% | 501 |
|
|
2023
Q1 | – | Sell |
-1,055
| Closed | -$59.8K | – | 632 |
|
|
2022
Q4 | $59.8K | Buy |
1,055
+225
| +27% | +$12.8K | 0.01% | 538 |
|
|
2022
Q3 | $42K | Buy |
+830
| New | +$42K | 0.01% | 545 |
|
|
2020
Q1 | – | Sell |
-150
| Closed | -$6K | – | 867 |
|
|
2019
Q4 | $6K | Hold |
150
| – | – | ﹤0.01% | 1295 |
|
|
2019
Q3 | $6K | Hold |
150
| – | – | ﹤0.01% | 1276 |
|
|
2019
Q2 | $6K | Hold |
150
| – | – | ﹤0.01% | 1315 |
|
|
2019
Q1 | $6K | Buy |
+150
| New | +$6K | ﹤0.01% | 1031 |
|