Steward Partners Investment Advisory’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 | $6.65M | Buy |
117,733
+39,800
| +51% | +$2.25M | 0.05% | 354 |
|
|
2025
Q1 | $4.75M | Sell |
77,933
-844
| -1% | -$51.4K | 0.04% | 414 |
|
|
2024
Q4 | $4.59M | Sell |
78,777
-2,151
| -3% | -$125K | 0.04% | 398 |
|
|
2024
Q3 | $5.26M | Sell |
80,928
-597
| -0.7% | -$38.8K | 0.05% | 350 |
|
|
2024
Q2 | $5M | Buy |
81,525
+150
| +0.2% | +$9.19K | 0.05% | 335 |
|
|
2024
Q1 | $5.04M | Sell |
81,375
-5,565
| -6% | -$344K | 0.06% | 332 |
|
|
2023
Q4 | $4.98M | Sell |
86,940
-27,585
| -24% | -$1.58M | 0.07% | 288 |
|
|
2023
Q3 | $6.19M | Sell |
114,525
-3,030
| -3% | -$164K | 0.1% | 222 |
|
|
2023
Q2 | $6.59M | Sell |
117,555
-7,555
| -6% | -$423K | 0.1% | 215 |
|
|
2023
Q1 | $6.83M | Sell |
125,110
-20,295
| -14% | -$1.11M | 0.11% | 202 |
|
|
2022
Q4 | $8.25M | Buy |
145,405
+16,385
| +13% | +$930K | 0.14% | 173 |
|
|
2022
Q3 | $6.53M | Buy |
129,020
+38,125
| +42% | +$1.93M | 0.12% | 186 |
|
|
2022
Q2 | $4.89M | Buy |
90,895
+2,525
| +3% | +$136K | 0.09% | 244 |
|
|
2022
Q1 | $5.1M | Sell |
88,370
-71,510
| -45% | -$4.13M | 0.08% | 259 |
|
|
2021
Q4 | $9.61M | Buy |
159,880
+8,155
| +5% | +$490K | 0.15% | 157 |
|
|
2021
Q3 | $8.37M | Buy |
151,725
+5,185
| +4% | +$286K | 0.14% | 160 |
|
|
2021
Q2 | $8M | Sell |
146,540
-12,330
| -8% | -$673K | 0.14% | 166 |
|
|
2021
Q1 | $8.02M | Buy |
158,870
+87,545
| +123% | +$4.42M | 0.14% | 162 |
|
|
2020
Q4 | $3.51M | Buy |
71,325
+1,695
| +2% | +$83.4K | 0.08% | 259 |
|
|
2020
Q3 | $3.16M | Buy |
69,630
+6,805
| +11% | +$309K | 0.08% | 244 |
|
|
2020
Q2 | $2.71M | Buy |
62,825
+7,000
| +13% | +$302K | 0.08% | 246 |
|
|
2020
Q1 | $2.1M | Sell |
55,825
-2,430
| -4% | -$91.2K | 0.08% | 252 |
|
|
2019
Q4 | $2.51M | Buy |
58,255
+6,720
| +13% | +$290K | 0.07% | 264 |
|
|
2019
Q3 | $1.95M | Buy |
51,535
+555
| +1% | +$21K | 0.07% | 277 |
|
|
2019
Q2 | $1.99M | Buy |
50,980
+25,365
| +99% | +$991K | 0.07% | 259 |
|
|
2019
Q1 | $992K | Buy |
25,615
+620
| +2% | +$24K | 0.04% | 359 |
|
|
2018
Q4 | $903K | Buy |
24,995
+3,715
| +17% | +$134K | 0.04% | 352 |
|
|
2018
Q3 | $864K | Buy |
21,280
+9,920
| +87% | +$403K | 0.04% | 381 |
|
|
2018
Q2 | $405K | Buy |
11,360
+5,630
| +98% | +$201K | 0.02% | 505 |
|
|
2018
Q1 | $197K | Buy |
5,730
+445
| +8% | +$15.3K | 0.01% | 623 |
|
|
2017
Q4 | $184K | Buy |
5,285
+2,085
| +65% | +$72.6K | 0.01% | 530 |
|
|
2017
Q3 | $110K | Buy |
3,200
+5
| +0.2% | +$172 | 0.01% | 526 |
|
|
2017
Q2 | $106K | Hold |
3,195
| – | – | 0.01% | 489 |
|
|
2017
Q1 | $99K | Buy |
+3,195
| New | +$99K | 0.02% | 434 |
|