Sandy Spring Bank’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
Q1
$407K Buy
6,685
+1,200
+22% +$73.1K 0.02% 300
2024
Q4
$320K Sell
5,485
-75
-1% -$4.37K 0.01% 325
2024
Q3
$361K Sell
5,560
-170
-3% -$11.1K 0.01% 314
2024
Q2
$351K Sell
5,730
-25
-0.4% -$1.53K 0.02% 310
2024
Q1
$356K Buy
5,755
+170
+3% +$10.5K 0.02% 313
2023
Q4
$320K Hold
5,585
0.02% 310
2023
Q3
$302K Sell
5,585
-105
-2% -$5.67K 0.02% 301
2023
Q2
$319K Sell
5,690
-45
-0.8% -$2.52K 0.02% 298
2023
Q1
$313K Hold
5,735
0.02% 294
2022
Q4
$325K Sell
5,735
-50
-0.9% -$2.84K 0.02% 288
2022
Q3
$293K Sell
5,785
-15
-0.3% -$760 0.02% 288
2022
Q2
$312K Hold
5,800
0.02% 286
2022
Q1
$335K Sell
5,800
-85
-1% -$4.91K 0.02% 289
2021
Q4
$353K Hold
5,885
0.02% 289
2021
Q3
$324K Hold
5,885
0.02% 291
2021
Q2
$321K Hold
5,885
0.02% 290
2021
Q1
$297K Hold
5,885
0.02% 289
2020
Q4
$290K Sell
5,885
-75
-1% -$3.7K 0.02% 283
2020
Q3
$271K Sell
5,960
-75
-1% -$3.41K 0.02% 274
2020
Q2
$260K Hold
6,035
0.02% 271
2020
Q1
$227K Hold
6,035
0.02% 270
2019
Q4
$260K Hold
6,035
0.02% 273
2019
Q3
$228K Hold
6,035
0.02% 290
2019
Q2
$235K Buy
6,035
+980
+19% +$38.2K 0.02% 285
2019
Q1
$196K Hold
5,055
0.02% 291
2018
Q4
$183K Hold
5,055
0.02% 293
2018
Q3
$205K Hold
5,055
0.02% 305
2018
Q2
$180K Sell
5,055
-500
-9% -$17.8K 0.02% 310
2018
Q1
$192K Hold
5,555
0.02% 305
2017
Q4
$193K Sell
5,555
-500
-8% -$17.4K 0.02% 285
2017
Q3
$208K Hold
6,055
0.02% 283
2017
Q2
$201K Hold
6,055
0.02% 293
2017
Q1
$188K Hold
6,055
0.02% 289
2016
Q4
$175K Hold
6,055
0.02% 295
2016
Q3
$182K Hold
6,055
0.02% 294
2016
Q2
$179K Hold
6,055
0.02% 298
2016
Q1
$170K Hold
6,055
0.02% 298
2015
Q4
$182K Hold
6,055
0.02% 289
2015
Q3
$169K Hold
6,055
0.02% 295
2015
Q2
$192K Sell
6,055
-760
-11% -$24.1K 0.02% 296
2015
Q1
$211K Hold
6,815
0.02% 285
2014
Q4
$197K Hold
6,815
0.02% 272
2014
Q3
$184K Buy
6,815
+760
+13% +$20.5K 0.02% 280
2014
Q2
$155K Sell
6,055
-500
-8% -$12.8K 0.02% 296
2014
Q1
$161K Buy
+6,555
New +$161K 0.02% 270
2013
Q4
Sell
-6,555
Closed -$140K 683
2013
Q3
$140K Sell
6,555
-710
-10% -$15.2K 0.02% 272
2013
Q2
$146K Buy
+7,265
New +$146K 0.02% 262