Sowa Financial Group’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 | $3.97M | Sell |
70,203
-5,292
| -7% | -$299K | 2.48% | 9 |
|
|
2025
Q1 | $4.6M | Sell |
75,495
-4,247
| -5% | -$259K | 3.02% | 8 |
|
|
2024
Q4 | $4.65M | Sell |
79,742
-18,375
| -19% | -$1.07M | 2.91% | 9 |
|
|
2024
Q3 | $6.38M | Sell |
98,117
-10,790
| -10% | -$701K | 4.03% | 8 |
|
|
2024
Q2 | $6.67M | Buy |
108,907
+78,193
| +255% | +$4.79M | 5.05% | 6 |
|
|
2024
Q1 | $8.79M | Sell |
30,714
-122,856
| -80% | -$35.2M | 7.17% | 4 |
|
|
2023
Q4 | $8.79M | Sell |
153,570
-18,450
| -11% | -$1.06M | 7.17% | 4 |
|
|
2023
Q3 | $9.29M | Sell |
172,020
-1,985
| -1% | -$107K | 6.98% | 4 |
|
|
2023
Q2 | $9.75M | Sell |
174,005
-6,735
| -4% | -$377K | 6.69% | 4 |
|
|
2023
Q1 | $9.87M | Buy |
180,740
+2,650
| +1% | +$145K | 7.07% | 4 |
|
|
2022
Q4 | $10.1M | Buy |
178,090
+5,920
| +3% | +$336K | 7.55% | 4 |
|
|
2022
Q3 | $8.71M | Buy |
172,170
+5,020
| +3% | +$254K | 6.88% | 5 |
|
|
2022
Q2 | $8.99M | Buy |
167,150
+985
| +0.6% | +$53K | 6.85% | 5 |
|
|
2022
Q1 | $9.6M | Buy |
166,165
+1,150
| +0.7% | +$66.4K | 5.75% | 5 |
|
|
2021
Q4 | $9.91M | Buy |
165,015
+3,050
| +2% | +$183K | 5.8% | 5 |
|
|
2021
Q3 | $8.94M | Buy |
161,965
+4,145
| +3% | +$229K | 5.8% | 5 |
|
|
2021
Q2 | $8.61M | Buy |
157,820
+1,845
| +1% | +$101K | 6.38% | 4 |
|
|
2021
Q1 | $7.88M | Buy |
155,975
+4,035
| +3% | +$204K | 5.55% | 5 |
|
|
2020
Q4 | $7.47M | Buy |
151,940
+3,365
| +2% | +$166K | 5.03% | 5 |
|
|
2020
Q3 | $6.75M | Buy |
148,575
+2,630
| +2% | +$120K | 4.84% | 5 |
|
|
2020
Q2 | $6.29M | Buy |
145,945
+1,750
| +1% | +$75.5K | 4.76% | 5 |
|
|
2020
Q1 | $5.42M | Sell |
144,195
-5,100
| -3% | -$192K | 4.76% | 5 |
|
|
2019
Q4 | $6.44M | Buy |
+149,295
| New | +$6.44M | 5.24% | 5 |
|