Shira Ridge Wealth Management’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 | $565K | Sell |
9,997
-462
| -4% | -$26.1K | 0.26% | 48 |
|
|
2025
Q1 | $637K | Sell |
10,459
-1,728
| -14% | -$105K | 0.32% | 43 |
|
|
2024
Q4 | $710K | Buy |
12,187
+220
| +2% | +$12.8K | 0.35% | 41 |
|
|
2024
Q3 | $778K | Buy |
11,967
+266
| +2% | +$17.3K | 0.4% | 40 |
|
|
2024
Q2 | $717K | Sell |
11,701
-398
| -3% | -$24.4K | 0.4% | 40 |
|
|
2024
Q1 | $749K | Sell |
12,099
-426
| -3% | -$26.4K | 0.43% | 40 |
|
|
2023
Q4 | $717K | Buy |
12,525
+85
| +0.7% | +$4.87K | 0.43% | 41 |
|
|
2023
Q3 | $672K | Sell |
12,440
-95
| -0.8% | -$5.13K | 0.44% | 37 |
|
|
2023
Q2 | $703K | Sell |
12,535
-525
| -4% | -$29.4K | 0.44% | 34 |
|
|
2023
Q1 | $713K | Sell |
13,060
-495
| -4% | -$27K | 0.47% | 34 |
|
|
2022
Q4 | $769K | Buy |
+13,555
| New | +$769K | 0.53% | 32 |
|