Rollins Financial’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 | $1.19M | Sell |
20,765
-2,195
| -10% | -$126K | 0.25% | 43 |
|
|
2023
Q3 | $1.24M | Sell |
22,960
-3,175
| -12% | -$171K | 0.3% | 40 |
|
|
2023
Q2 | $1.46M | Sell |
26,135
-8,460
| -24% | -$474K | 0.4% | 36 |
|
|
2023
Q1 | $1.89M | Sell |
34,595
-10,335
| -23% | -$564K | 0.63% | 34 |
|
|
2022
Q4 | $2.55M | Buy |
44,930
+4,605
| +11% | +$261K | 0.97% | 23 |
|
|
2022
Q3 | $2.04M | Buy |
40,325
+2,605
| +7% | +$132K | 0.76% | 23 |
|
|
2022
Q2 | $2.03M | Sell |
37,720
-4,045
| -10% | -$218K | 0.71% | 25 |
|
|
2022
Q1 | $2.41M | Sell |
41,765
-5,200
| -11% | -$300K | 0.71% | 21 |
|
|
2021
Q4 | $2.82M | Buy |
+46,965
| New | +$2.82M | 0.82% | 20 |
|
|
2021
Q2 | $2.73M | Buy |
50,010
+3,510
| +8% | +$192K | 0.99% | 17 |
|
|
2021
Q1 | $2.35M | Buy |
46,500
+1,590
| +4% | +$80.3K | 1.01% | 16 |
|
|
2020
Q4 | $2.21M | Buy |
+44,910
| New | +$2.21M | 1.01% | 14 |
|