Stephens Inc’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 | $487K | Sell |
8,623
-3,650
| -30% | -$206K | 0.01% | 848 |
|
|
2025
Q1 | $747K | Buy |
12,273
+40
| +0.3% | +$2.44K | 0.01% | 683 |
|
|
2024
Q4 | $713K | Buy |
12,233
+918
| +8% | +$53.5K | 0.01% | 700 |
|
|
2024
Q3 | $735K | Sell |
11,315
-1,075
| -9% | -$69.9K | 0.01% | 690 |
|
|
2024
Q2 | $759K | Buy |
12,390
+55
| +0.4% | +$3.37K | 0.01% | 664 |
|
|
2024
Q1 | $764K | Buy |
12,335
+70
| +0.6% | +$4.33K | 0.01% | 655 |
|
|
2023
Q4 | $702K | Buy |
12,265
+60
| +0.5% | +$3.44K | 0.01% | 630 |
|
|
2023
Q3 | $659K | Sell |
12,205
-1,685
| -12% | -$91K | 0.01% | 635 |
|
|
2023
Q2 | $779K | Sell |
13,890
-2,525
| -15% | -$142K | 0.01% | 609 |
|
|
2023
Q1 | $896K | Buy |
16,415
+3,420
| +26% | +$187K | 0.02% | 555 |
|
|
2022
Q4 | $737K | Sell |
12,995
-375
| -3% | -$21.3K | 0.02% | 578 |
|
|
2022
Q3 | $677K | Sell |
13,370
-35
| -0.3% | -$1.77K | 0.01% | 607 |
|
|
2022
Q2 | $721K | Sell |
13,405
-1,000
| -7% | -$53.8K | 0.01% | 608 |
|
|
2022
Q1 | $832K | Buy |
14,405
+260
| +2% | +$15K | 0.01% | 638 |
|
|
2021
Q4 | $850K | Sell |
14,145
-910
| -6% | -$54.7K | 0.01% | 679 |
|
|
2021
Q3 | $831K | Hold |
15,055
| – | – | 0.01% | 706 |
|
|
2021
Q2 | $822K | Hold |
15,055
| – | – | 0.01% | 724 |
|
|
2021
Q1 | $760K | Hold |
15,055
| – | – | 0.01% | 710 |
|
|
2020
Q4 | $740K | Sell |
15,055
-1,785
| -11% | -$87.7K | 0.01% | 673 |
|
|
2020
Q3 | $765K | Buy |
16,840
+2,095
| +14% | +$95.2K | 0.02% | 615 |
|
|
2020
Q2 | $636K | Hold |
14,745
| – | – | 0.01% | 640 |
|
|
2020
Q1 | $554K | Sell |
14,745
-250
| -2% | -$9.39K | 0.01% | 614 |
|
|
2019
Q4 | $647K | Sell |
14,995
-1,770
| -11% | -$76.4K | 0.01% | 661 |
|
|
2019
Q3 | $634K | Buy |
16,765
+1,625
| +11% | +$61.5K | 0.01% | 689 |
|
|
2019
Q2 | $591K | Sell |
15,140
-1,460
| -9% | -$57K | 0.01% | 718 |
|
|
2019
Q1 | $643K | Sell |
16,600
-1,085
| -6% | -$42K | 0.02% | 686 |
|
|
2018
Q4 | $640K | Sell |
17,685
-24,715
| -58% | -$894K | 0.02% | 632 |
|
|
2018
Q3 | $1.72M | Buy |
42,400
+32,565
| +331% | +$1.32M | 0.04% | 433 |
|
|
2018
Q2 | $350K | Buy |
9,835
+1,675
| +21% | +$59.6K | 0.01% | 692 |
|
|
2018
Q1 | $282K | Hold |
8,160
| – | – | 0.01% | 588 |
|
|
2017
Q4 | $284K | Sell |
8,160
-7,345
| -47% | -$256K | 0.01% | 582 |
|
|
2017
Q3 | $533K | Buy |
15,505
+7,495
| +94% | +$258K | 0.02% | 474 |
|
|
2017
Q2 | $266K | Sell |
8,010
-3,560
| -31% | -$118K | 0.01% | 716 |
|
|
2017
Q1 | $360K | Buy |
11,570
+3,505
| +43% | +$109K | 0.01% | 620 |
|
|
2016
Q4 | $232K | Sell |
8,065
-1,035
| -11% | -$29.8K | 0.01% | 676 |
|
|
2016
Q3 | $273K | Buy |
9,100
+400
| +5% | +$12K | 0.01% | 631 |
|
|
2016
Q2 | $258K | Buy |
+8,700
| New | +$258K | 0.01% | 618 |
|
|
2016
Q1 | – | Sell |
-7,785
| Closed | -$234K | – | 774 |
|
|
2015
Q4 | $234K | Sell |
7,785
-36,845
| -83% | -$1.11M | 0.01% | 608 |
|
|
2015
Q3 | $1.25M | Sell |
44,630
-66,760
| -60% | -$1.87M | 0.07% | 300 |
|
|
2015
Q2 | $3.54M | Buy |
111,390
+2,910
| +3% | +$92.4K | 0.16% | 141 |
|
|
2015
Q1 | $3.35M | Buy |
108,480
+60,750
| +127% | +$1.87M | 0.15% | 152 |
|
|
2014
Q4 | $1.38M | Buy |
+47,730
| New | +$1.38M | 0.07% | 281 |
|