Stillwater Capital Advisors’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 | $4.65M | Sell |
82,399
-395
| -0.5% | -$22.3K | 0.59% | 34 |
|
|
2025
Q1 | $5.04M | Sell |
82,794
-15,991
| -16% | -$974K | 0.7% | 34 |
|
|
2024
Q4 | $5.76M | Buy |
98,785
+3,794
| +4% | +$221K | 0.71% | 35 |
|
|
2024
Q3 | $6.17M | Sell |
94,991
-4,675
| -5% | -$304K | 0.8% | 34 |
|
|
2024
Q2 | $6.11M | Sell |
99,666
-1,275
| -1% | -$78.1K | 0.85% | 34 |
|
|
2024
Q1 | $6.25M | Sell |
100,941
-994
| -1% | -$61.5K | 0.93% | 33 |
|
|
2023
Q4 | $5.84M | Buy |
101,935
+685
| +0.7% | +$39.2K | 0.94% | 34 |
|
|
2023
Q3 | $5.47M | Sell |
101,250
-1,460
| -1% | -$78.9K | 1% | 33 |
|
|
2023
Q2 | $5.76M | Sell |
102,710
-1,135
| -1% | -$63.6K | 1.02% | 33 |
|
|
2023
Q1 | $5.67M | Sell |
103,845
-1,630
| -2% | -$89K | 1.1% | 32 |
|
|
2022
Q4 | $5.98M | Buy |
105,475
+1,110
| +1% | +$63K | 1.26% | 28 |
|
|
2022
Q3 | $5.28M | Sell |
104,365
-6,325
| -6% | -$320K | 1.2% | 30 |
|
|
2022
Q2 | $5.95M | Sell |
110,690
-9,395
| -8% | -$505K | 1.11% | 32 |
|
|
2022
Q1 | $6.94M | Sell |
120,085
-595
| -0.5% | -$34.4K | 1.11% | 32 |
|
|
2021
Q4 | $7.25M | Buy |
120,680
+2,025
| +2% | +$122K | 1.1% | 31 |
|
|
2021
Q3 | $6.55M | Sell |
118,655
-600
| -0.5% | -$33.1K | 1.08% | 32 |
|
|
2021
Q2 | $6.51M | Buy |
119,255
+1,045
| +0.9% | +$57K | 1.08% | 32 |
|
|
2021
Q1 | $5.97M | Sell |
118,210
-170
| -0.1% | -$8.58K | 1.08% | 32 |
|
|
2020
Q4 | $5.82M | Sell |
118,380
-350
| -0.3% | -$17.2K | 1.12% | 31 |
|
|
2020
Q3 | $5.4M | Sell |
118,730
-225
| -0.2% | -$10.2K | 1.18% | 30 |
|
|
2020
Q2 | $5.13M | Sell |
118,955
-710
| -0.6% | -$30.6K | 1.24% | 30 |
|
|
2020
Q1 | $4.5M | Buy |
119,665
+1,300
| +1% | +$48.8K | 1.32% | 29 |
|
|
2019
Q4 | $5.11M | Sell |
118,365
-440
| -0.4% | -$19K | 1.16% | 32 |
|
|
2019
Q3 | $4.49M | Buy |
118,805
+945
| +0.8% | +$35.7K | 1.14% | 32 |
|
|
2019
Q2 | $4.6M | Buy |
117,860
+4,650
| +4% | +$182K | 1.14% | 30 |
|
|
2019
Q1 | $4.39M | Sell |
113,210
-2,970
| -3% | -$115K | 0.96% | 34 |
|
|
2018
Q4 | $4.2M | Buy |
116,180
+2,235
| +2% | +$80.8K | 1.05% | 31 |
|
|
2018
Q3 | $4.62M | Sell |
113,945
-140
| -0.1% | -$5.68K | 0.96% | 35 |
|
|
2018
Q2 | $4.07M | Buy |
114,085
+235
| +0.2% | +$8.38K | 0.97% | 34 |
|
|
2018
Q1 | $3.93M | Sell |
113,850
-3,425
| -3% | -$118K | 0.94% | 34 |
|
|
2017
Q4 | $4.09M | Sell |
117,275
-9,645
| -8% | -$336K | 0.96% | 33 |
|
|
2017
Q3 | $4.36M | Buy |
126,920
+4,105
| +3% | +$141K | 1.13% | 31 |
|
|
2017
Q2 | $4.08M | Sell |
122,815
-2,395
| -2% | -$79.6K | 1.03% | 32 |
|
|
2017
Q1 | $3.9M | Sell |
125,210
-73,440
| -37% | -$2.29M | 1.04% | 32 |
|
|
2016
Q4 | $5.73M | Buy |
198,650
+11,245
| +6% | +$324K | 1.53% | 30 |
|
|
2016
Q3 | $5.63M | Buy |
187,405
+15,880
| +9% | +$477K | 1.64% | 27 |
|
|
2016
Q2 | $5.09M | Buy |
171,525
+2,930
| +2% | +$86.9K | 1.52% | 29 |
|
|
2016
Q1 | $4.74M | Sell |
168,595
-35,785
| -18% | -$1.01M | 1.4% | 29 |
|
|
2015
Q4 | $6.13M | Buy |
204,380
+11,795
| +6% | +$354K | 1.88% | 25 |
|
|
2015
Q3 | $5.39M | Buy |
192,585
+6,995
| +4% | +$196K | 1.84% | 27 |
|
|
2015
Q2 | $5.89M | Sell |
185,590
-2,040
| -1% | -$64.8K | 1.7% | 27 |
|
|
2015
Q1 | $5.79M | Buy |
187,630
+20,755
| +12% | +$641K | 1.76% | 28 |
|
|
2014
Q4 | $4.81M | Buy |
166,875
+55,540
| +50% | +$1.6M | 1.44% | 30 |
|
|
2014
Q3 | $2.99M | Buy |
111,335
+9,370
| +9% | +$252K | 1% | 32 |
|
|
2014
Q2 | $2.62M | Buy |
101,965
+205
| +0.2% | +$5.26K | 0.89% | 33 |
|
|
2014
Q1 | $2.5M | Buy |
101,760
+16,415
| +19% | +$404K | 0.91% | 32 |
|
|
2013
Q4 | $1.99M | Buy |
85,345
+21,240
| +33% | +$495K | 0.77% | 32 |
|
|
2013
Q3 | $1.37M | Buy |
64,105
+3,210
| +5% | +$68.7K | 0.81% | 30 |
|
|
2013
Q2 | $1.22M | Buy |
+60,895
| New | +$1.22M | 0.75% | 30 |
|