Spire 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 | $283K | Sell |
5,019
-1,258
| -20% | -$71.1K | 0.01% | 668 |
|
|
2025
Q1 | $382K | Sell |
6,277
-184
| -3% | -$11.2K | 0.01% | 649 |
|
|
2024
Q4 | $376K | Sell |
6,461
-517
| -7% | -$30.1K | 0.01% | 647 |
|
|
2024
Q3 | $454K | Sell |
6,978
-157
| -2% | -$10.2K | 0.02% | 541 |
|
|
2024
Q2 | $437K | Sell |
7,135
-398
| -5% | -$24.4K | 0.02% | 515 |
|
|
2024
Q1 | $466K | Sell |
7,533
-37
| -0.5% | -$2.29K | 0.01% | 536 |
|
|
2023
Q4 | $443K | Buy |
7,570
+415
| +6% | +$24.3K | 0.01% | 542 |
|
|
2023
Q3 | $387K | Buy |
7,155
+30
| +0.4% | +$1.62K | 0.01% | 534 |
|
|
2023
Q2 | $399K | Buy |
7,125
+60
| +0.8% | +$3.36K | 0.01% | 547 |
|
|
2023
Q1 | $386K | Buy |
7,065
+3,325
| +89% | +$182K | 0.02% | 550 |
|
|
2022
Q4 | $212K | Buy |
3,740
+3,175
| +562% | +$180K | 0.01% | 543 |
|
|
2022
Q3 | $29K | Sell |
565
-6,330
| -92% | -$325K | ﹤0.01% | 1166 |
|
|
2022
Q2 | $371K | Sell |
6,895
-3,195
| -32% | -$172K | 0.02% | 566 |
|
|
2022
Q1 | $583K | Sell |
10,090
-55
| -0.5% | -$3.18K | 0.02% | 523 |
|
|
2021
Q4 | $610K | Sell |
10,145
-445
| -4% | -$26.8K | 0.01% | 624 |
|
|
2021
Q3 | $584K | Sell |
10,590
-745
| -7% | -$41.1K | 0.02% | 550 |
|
|
2021
Q2 | $619K | Sell |
11,335
-100
| -0.9% | -$5.46K | 0.02% | 552 |
|
|
2021
Q1 | $350K | Buy |
+11,435
| New | +$350K | 0.01% | 794 |
|