RFG Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-5,000
| Closed | -$270K | – | 663 |
|
|
2023
Q3 | $270K | Buy |
5,000
+1,340
| +37% | +$72.4K | 0.01% | 534 |
|
|
2023
Q2 | $205K | Buy |
+3,660
| New | +$205K | 0.01% | 600 |
|
|
2020
Q4 | – | Sell |
-13,005
| Closed | -$591K | – | 452 |
|
|
2020
Q3 | $591K | Buy |
13,005
+2,100
| +19% | +$95.4K | 0.08% | 205 |
|
|
2020
Q2 | $470K | Buy |
+10,905
| New | +$470K | 0.07% | 218 |
|