Rollins Financial 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 | $476K | Sell |
8,427
-87
| -1% | -$4.91K | 0.08% | 84 |
|
|
2025
Q1 | $518K | Sell |
8,514
-6,104
| -42% | -$372K | 0.09% | 79 |
|
|
2024
Q4 | $852K | Sell |
14,618
-131
| -0.9% | -$7.63K | 0.13% | 61 |
|
|
2024
Q3 | $959K | Sell |
14,749
-1,991
| -12% | -$129K | 0.16% | 57 |
|
|
2024
Q2 | $1.03M | Sell |
16,740
-2,884
| -15% | -$177K | 0.18% | 54 |
|
|
2024
Q1 | $1.21M | Sell |
19,624
-1,141
| -5% | -$70.6K | 0.23% | 47 |
|
|
2023
Q4 | $1.19M | Buy |
+20,765
| New | +$1.19M | 0.25% | 43 |
|