RIA
Regal Investment Advisors’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $774K | Buy |
13,702
+422
| +3% | +$23.8K | 0.06% | 276 |
|
|
2025
Q1 | $809K | Sell |
13,280
-732
| -5% | -$44.6K | 0.07% | 245 |
|
|
2024
Q4 | $816K | Sell |
14,012
-4,712
| -25% | -$275K | 0.06% | 252 |
|
|
2024
Q3 | $1.22M | Buy |
18,724
+751
| +4% | +$48.8K | 0.09% | 226 |
|
|
2024
Q2 | $1.1M | Sell |
17,973
-29
| -0.2% | -$1.78K | 0.07% | 243 |
|
|
2024
Q1 | $1.11M | Buy |
18,002
+14,671
| +440% | +$908K | 0.08% | 237 |
|
|
2023
Q4 | $953K | Buy |
3,331
+207
| +7% | +$59.2K | 0.07% | 233 |
|
|
2023
Q3 | $844K | Buy |
3,124
+277
| +10% | +$74.8K | 0.07% | 224 |
|
|
2023
Q2 | $798K | Buy |
2,847
+21
| +0.7% | +$5.88K | 0.07% | 224 |
|
|
2023
Q1 | $772K | Buy |
2,826
+413
| +17% | +$113K | 0.07% | 224 |
|
|
2022
Q4 | $684K | Buy |
2,413
+214
| +10% | +$60.7K | 0.07% | 230 |
|
|
2022
Q3 | $556K | Buy |
2,199
+116
| +6% | +$29.3K | 0.06% | 244 |
|
|
2022
Q2 | $560K | Hold |
2,083
| – | – | 0.06% | 264 |
|
|
2022
Q1 | $601K | Buy |
2,083
+1
| +0% | +$289 | 0.06% | 281 |
|
|
2021
Q4 | $625K | Hold |
2,082
| – | – | 0.06% | 303 |
|
|
2021
Q3 | $574K | Buy |
2,082
+1
| +0% | +$276 | 0.06% | 316 |
|
|
2021
Q2 | $568K | Buy |
+2,081
| New | +$568K | 0.06% | 310 |
|
|
2021
Q1 | – | Sell |
-2,655
| Closed | -$653K | – | 236 |
|
|
2020
Q4 | $653K | Buy |
+2,655
| New | +$653K | 0.07% | 239 |
|
|
2020
Q3 | – | Sell |
-2,674
| Closed | -$577K | – | 137 |
|
|
2020
Q2 | $577K | Buy |
+2,674
| New | +$577K | 0.11% | 171 |
|
|
2020
Q1 | – | Sell |
-2,073
| Closed | -$447K | – | 176 |
|
|
2019
Q4 | $447K | Hold |
2,073
| – | – | 0.08% | 208 |
|
|
2019
Q3 | $392K | Hold |
2,073
| – | – | 0.08% | 213 |
|
|
2019
Q2 | $405K | Buy |
2,073
+375
| +22% | +$73.3K | 0.08% | 215 |
|
|
2019
Q1 | $329K | Hold |
1,698
| – | – | 0.07% | 233 |
|
|
2018
Q4 | $307K | Buy |
1,698
+320
| +23% | +$57.9K | 0.07% | 239 |
|
|
2018
Q3 | $280K | Sell |
1,378
-204
| -13% | -$41.5K | 0.06% | 252 |
|
|
2018
Q2 | $282K | Sell |
1,582
-216
| -12% | -$38.5K | 0.09% | 216 |
|
|
2018
Q1 | $310K | Buy |
1,798
+216
| +14% | +$37.2K | 0.07% | 223 |
|
|
2017
Q4 | $276K | Hold |
1,582
| – | – | 0.06% | 233 |
|
|
2017
Q3 | $272K | Sell |
1,582
-140
| -8% | -$24.1K | 0.06% | 228 |
|
|
2017
Q2 | $286K | Sell |
1,722
-244
| -12% | -$40.5K | 0.07% | 214 |
|
|
2017
Q1 | $306K | Sell |
1,966
-256
| -12% | -$39.8K | 0.08% | 209 |
|
|
2016
Q4 | $320K | Sell |
2,222
-1,839
| -45% | -$265K | 0.09% | 194 |
|
|
2016
Q3 | $610K | Sell |
4,061
-2,042
| -33% | -$307K | 0.17% | 147 |
|
|
2016
Q2 | $905K | Sell |
6,103
-1,911
| -24% | -$283K | 0.25% | 113 |
|
|
2016
Q1 | $1.13M | Sell |
8,014
-926
| -10% | -$130K | 0.31% | 94 |
|
|
2015
Q4 | $1.34M | Buy |
8,940
+361
| +4% | +$54.2K | 0.35% | 84 |
|
|
2015
Q3 | $1.2M | Buy |
8,579
+374
| +5% | +$52.3K | 0.31% | 97 |
|
|
2015
Q2 | $1.3M | Buy |
8,205
+531
| +7% | +$84.3K | 0.35% | 89 |
|
|
2015
Q1 | $1.18M | Sell |
7,674
-389
| -5% | -$60K | 0.29% | 98 |
|
|
2014
Q4 | $1.16M | Buy |
8,063
+724
| +10% | +$104K | 0.31% | 97 |
|
|
2014
Q3 | $986K | Sell |
7,339
-81
| -1% | -$10.9K | 0.3% | 89 |
|
|
2014
Q2 | $951K | Sell |
7,420
-5,012
| -40% | -$642K | 0.34% | 85 |
|
|
2014
Q1 | $1.53M | Buy |
12,432
+10,881
| +702% | +$1.34M | 0.65% | 60 |
|
|
2013
Q4 | $181K | Sell |
1,551
-5,491
| -78% | -$641K | 0.1% | 156 |
|
|
2013
Q3 | $753K | Buy |
7,042
+6,194
| +730% | +$662K | 0.44% | 85 |
|
|
2013
Q2 | $85K | Buy |
+848
| New | +$85K | 0.05% | 248 |
|