Sigma Planning Corp’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 | $838K | Sell |
14,846
-5,377
| -27% | -$304K | 0.03% | 557 |
|
|
2025
Q1 | $1.23M | Sell |
20,223
-6,335
| -24% | -$386K | 0.04% | 418 |
|
|
2024
Q4 | $1.55M | Sell |
26,558
-7,106
| -21% | -$414K | 0.05% | 352 |
|
|
2024
Q3 | $2.19M | Sell |
33,664
-550
| -2% | -$35.8K | 0.07% | 269 |
|
|
2024
Q2 | $2.1M | Sell |
34,214
-12,508
| -27% | -$766K | 0.07% | 280 |
|
|
2024
Q1 | $2.89M | Buy |
46,722
+28,667
| +159% | +$1.77M | 0.09% | 224 |
|
|
2023
Q4 | $1.03M | Sell |
18,055
-36,720
| -67% | -$2.1M | 0.08% | 260 |
|
|
2023
Q3 | $2.96M | Buy |
54,775
+2,855
| +5% | +$154K | 0.11% | 185 |
|
|
2023
Q2 | $2.91M | Buy |
51,920
+3,890
| +8% | +$218K | 0.1% | 211 |
|
|
2023
Q1 | $2.62M | Buy |
48,030
+6,350
| +15% | +$347K | 0.09% | 240 |
|
|
2022
Q4 | $2.37M | Buy |
41,680
+11,180
| +37% | +$634K | 0.08% | 248 |
|
|
2022
Q3 | $1.54M | Buy |
30,500
+1,960
| +7% | +$99.2K | 0.06% | 319 |
|
|
2022
Q2 | $1.54M | Buy |
28,540
+690
| +2% | +$37.1K | 0.05% | 327 |
|
|
2022
Q1 | $1.61M | Sell |
27,850
-65
| -0.2% | -$3.76K | 0.05% | 368 |
|
|
2021
Q4 | $1.68M | Sell |
27,915
-1,085
| -4% | -$65.2K | 0.05% | 367 |
|
|
2021
Q3 | $1.6M | Buy |
29,000
+1,760
| +6% | +$97.1K | 0.05% | 386 |
|
|
2021
Q2 | $1.49M | Buy |
27,240
+1,580
| +6% | +$86.3K | 0.04% | 410 |
|
|
2021
Q1 | $1.3M | Sell |
25,660
-830
| -3% | -$41.9K | 0.04% | 420 |
|
|
2020
Q4 | $1.3M | Sell |
26,490
-30,520
| -54% | -$1.5M | 0.04% | 373 |
|
|
2020
Q3 | $2.59M | Buy |
57,010
+4,525
| +9% | +$206K | 0.1% | 210 |
|
|
2020
Q2 | $2.26M | Buy |
52,485
+18,405
| +54% | +$794K | 0.1% | 216 |
|
|
2020
Q1 | $1.28M | Sell |
34,080
-33,325
| -49% | -$1.25M | 0.08% | 270 |
|
|
2019
Q4 | $2.91M | Buy |
67,405
+40,285
| +149% | +$1.74M | 0.12% | 171 |
|
|
2019
Q3 | $1.03M | Buy |
27,120
+8,680
| +47% | +$328K | 0.05% | 362 |
|
|
2019
Q2 | $720K | Buy |
18,440
+1,530
| +9% | +$59.7K | 0.04% | 435 |
|
|
2019
Q1 | $655K | Sell |
16,910
-10,965
| -39% | -$425K | 0.04% | 433 |
|
|
2018
Q4 | $1.01M | Buy |
27,875
+9,985
| +56% | +$361K | 0.07% | 256 |
|
|
2018
Q3 | $726K | Buy |
17,890
+1,050
| +6% | +$42.6K | 0.04% | 374 |
|
|
2018
Q2 | $600K | Sell |
16,840
-3,110
| -16% | -$111K | 0.04% | 403 |
|
|
2018
Q1 | $689K | Buy |
19,950
+2,320
| +13% | +$80.1K | 0.05% | 347 |
|
|
2017
Q4 | $614K | Sell |
17,630
-11,395
| -39% | -$397K | 0.05% | 383 |
|
|
2017
Q3 | $998K | Buy |
29,025
+11,830
| +69% | +$407K | 0.08% | 252 |
|
|
2017
Q2 | $572K | Sell |
17,195
-30,010
| -64% | -$998K | 0.05% | 373 |
|
|
2017
Q1 | $1.47M | Buy |
47,205
+33,415
| +242% | +$1.04M | 0.14% | 175 |
|
|
2016
Q4 | $398K | Sell |
13,790
-1,100
| -7% | -$31.7K | 0.04% | 418 |
|
|
2016
Q3 | $447K | Buy |
14,890
+3,140
| +27% | +$94.3K | 0.05% | 370 |
|
|
2016
Q2 | $349K | Buy |
11,750
+1,695
| +17% | +$50.3K | 0.05% | 431 |
|
|
2016
Q1 | $283K | Sell |
10,055
-4,740
| -32% | -$133K | 0.04% | 471 |
|
|
2015
Q4 | $444K | Sell |
14,795
-2,160
| -13% | -$64.8K | 0.06% | 343 |
|
|
2015
Q3 | $475K | Sell |
16,955
-21,965
| -56% | -$615K | 0.08% | 304 |
|
|
2015
Q2 | $1.24M | Buy |
38,920
+2,930
| +8% | +$93K | 0.17% | 147 |
|
|
2015
Q1 | $1.11M | Buy |
35,990
+25,810
| +254% | +$797K | 0.15% | 169 |
|
|
2014
Q4 | $294K | Buy |
+10,180
| New | +$294K | 0.04% | 501 |
|