Rise 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 | $26.5K | Buy |
470
+2
| +0.4% | +$113 | 0.01% | 394 |
|
|
2025
Q1 | $28.5K | Buy |
468
+1
| +0.2% | +$61 | 0.01% | 338 |
|
|
2024
Q4 | $27.2K | Buy |
467
+1
| +0.2% | +$58 | 0.01% | 444 |
|
|
2024
Q3 | $30.3K | Buy |
466
+2
| +0.4% | +$130 | 0.01% | 411 |
|
|
2024
Q2 | $28.4K | Buy |
464
+1
| +0.2% | +$61 | 0.02% | 406 |
|
|
2024
Q1 | $28.7K | Buy |
463
+3
| +0.7% | +$186 | 0.02% | 403 |
|
|
2023
Q4 | $26.4K | Sell |
460
-195
| -30% | -$11.2K | 0.02% | 224 |
|
|
2023
Q3 | $35.5K | Sell |
655
-780
| -54% | -$42.3K | 0.03% | 170 |
|
|
2023
Q2 | $80.5K | Hold |
1,435
| – | – | 0.06% | 117 |
|
|
2023
Q1 | $78.3K | Sell |
1,435
-995
| -41% | -$54.3K | 0.06% | 124 |
|
|
2022
Q4 | $138K | Buy |
2,430
+5
| +0.2% | +$284 | 0.11% | 79 |
|
|
2022
Q3 | $123K | Buy |
2,425
+10
| +0.4% | +$507 | 0.1% | 81 |
|
|
2022
Q2 | $130K | Buy |
2,415
+10
| +0.4% | +$538 | 0.13% | 76 |
|
|
2022
Q1 | $139K | Buy |
2,405
+255
| +12% | +$14.7K | 0.13% | 79 |
|
|
2021
Q4 | $129K | Buy |
+2,150
| New | +$129K | 0.12% | 84 |
|