Sowell Financial Services’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 | $685K | Sell |
12,135
-515
| -4% | -$29.1K | 0.03% | 522 |
|
|
2025
Q1 | $770K | Sell |
12,650
-40
| -0.3% | -$2.44K | 0.04% | 467 |
|
|
2024
Q4 | $739K | Sell |
12,690
-4,042
| -24% | -$236K | 0.04% | 360 |
|
|
2024
Q3 | $1.09M | Buy |
16,732
+3
| +0% | +$195 | 0.05% | 329 |
|
|
2024
Q2 | $1.03M | Sell |
16,729
-149
| -0.9% | -$9.13K | 0.05% | 327 |
|
|
2024
Q1 | $1.05M | Buy |
+16,878
| New | +$1.05M | 0.05% | 337 |
|
|
2023
Q2 | – | Sell |
-16,160
| Closed | -$882K | – | 689 |
|
|
2023
Q1 | $882K | Buy |
+16,160
| New | +$882K | 0.07% | 317 |
|
|
2021
Q2 | – | Sell |
-24,115
| Closed | -$1.28M | – | 1646 |
|
|
2021
Q1 | $1.28M | Buy |
24,115
+9,040
| +60% | +$479K | 0.04% | 347 |
|
|
2020
Q4 | $742K | Buy |
15,075
+5
| +0% | +$246 | 0.03% | 407 |
|
|
2020
Q3 | $685K | Sell |
15,070
-132,745
| -90% | -$6.03M | 0.03% | 386 |
|
|
2020
Q2 | $6.38M | Buy |
147,815
+128,555
| +667% | +$5.54M | 0.35% | 65 |
|
|
2020
Q1 | $723K | Sell |
19,260
-3,475
| -15% | -$130K | 0.05% | 307 |
|
|
2019
Q4 | $981K | Buy |
22,735
+6,765
| +42% | +$292K | 0.07% | 267 |
|
|
2019
Q3 | $604K | Buy |
+15,970
| New | +$604K | 0.05% | 357 |
|
|
2019
Q1 | $601K | Sell |
15,515
-16,685
| -52% | -$646K | 0.07% | 284 |
|
|
2018
Q4 | $1.17M | Buy |
+32,200
| New | +$1.17M | 0.17% | 140 |
|
|
2018
Q3 | – | Sell |
-16,155
| Closed | -$618K | – | 422 |
|
|
2018
Q2 | $618K | Buy |
16,155
+1,965
| +14% | +$75.2K | 0.13% | 148 |
|
|
2018
Q1 | $487K | Hold |
14,190
| – | – | 0.12% | 153 |
|
|
2017
Q4 | $525K | Buy |
14,190
+7,175
| +102% | +$265K | 0.13% | 153 |
|
|
2017
Q3 | $240K | Sell |
7,015
-205
| -3% | -$7.01K | 0.06% | 218 |
|
|
2017
Q2 | $240K | Sell |
7,220
-6,935
| -49% | -$231K | 0.07% | 212 |
|
|
2017
Q1 | $448K | Sell |
14,155
-1,790
| -11% | -$56.7K | 0.13% | 149 |
|
|
2016
Q4 | $492K | Buy |
+15,945
| New | +$492K | 0.16% | 118 |
|