Stratos Wealth Partners’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $614K | Sell |
9,955
-7
| -0.1% | -$452 | 0.01% | 983 |
|
|
2025
Q4 | $649K | Buy |
9,962
+1,985
| +25% | +$125K | 0.01% | 932 |
|
|
2025
Q3 | $468K | Buy |
7,977
+1,243
| +18% | +$70.8K | 0.01% | 1043 |
|
|
2025
Q2 | $380K | Sell |
6,734
-10,502
| -61% | -$592K | 0.01% | 1041 |
|
|
2025
Q1 | $1.05M | Sell |
17,236
-10,346
| -38% | -$632K | 0.02% | 641 |
|
|
2024
Q4 | $1.61M | Buy |
27,582
+1,256
| +5% | +$77.6K | 0.02% | 536 |
|
|
2024
Q3 | $1.71M | Buy |
26,326
+17,713
| +206% | +$1.13M | 0.02% | 502 |
|
|
2024
Q2 | $528K | Sell |
8,613
-217
| -2% | -$13.1K | 0.01% | 876 |
|
|
2024
Q1 | $547K | Buy |
8,830
+820
| +10% | +$49.3K | 0.01% | 857 |
|
|
2023
Q4 | $459K | Sell |
8,010
-920
| -10% | -$50.1K | 0.01% | 904 |
|
|
2023
Q3 | $483K | Sell |
8,930
-350
| -4% | -$19.6K | 0.01% | 831 |
|
|
2023
Q2 | $520K | Sell |
9,280
-2,535
| -21% | -$141K | 0.01% | 750 |
|
|
2023
Q1 | $645K | Sell |
11,815
-1,560
| -12% | -$85.6K | 0.02% | 609 |
|
|
2022
Q4 | $759K | Buy |
13,375
+195
| +1% | +$10.8K | 0.02% | 588 |
|
|
2022
Q3 | $667K | Sell |
13,180
-1,915
| -13% | -$103K | 0.02% | 600 |
|
|
2022
Q2 | $812K | Buy |
15,095
+2,175
| +17% | +$119K | 0.02% | 569 |
|
|
2022
Q1 | $747K | Buy |
12,920
+700
| +6% | +$39.1K | 0.02% | 649 |
|
|
2021
Q4 | $734K | Buy |
12,220
+1,080
| +10% | +$61.7K | 0.02% | 672 |
|
|
2021
Q3 | $615K | Buy |
11,140
+165
| +2% | +$9.44K | 0.02% | 684 |
|
|
2021
Q2 | $599K | Sell |
10,975
-155
| -1% | -$8.2K | 0.01% | 715 |
|
|
2021
Q1 | $562K | Buy |
11,130
+1,925
| +21% | +$96.8K | 0.02% | 680 |
|
|
2020
Q4 | $453K | Sell |
9,205
-6,975
| -43% | -$329K | 0.01% | 710 |
|
|
2020
Q3 | $735K | Sell |
16,180
-30
| -0.2% | -$1.36K | 0.02% | 497 |
|
|
2020
Q2 | $699K | Sell |
16,210
-700
| -4% | -$29.5K | 0.02% | 484 |
|
|
2020
Q1 | $635K | Sell |
16,910
-1,850
| -10% | -$76.1K | 0.03% | 447 |
|
|
2019
Q4 | $809K | Sell |
18,760
-1,395
| -7% | -$56.3K | 0.03% | 451 |
|
|
2019
Q3 | $762K | Sell |
20,155
-150
| -0.7% | -$5.77K | 0.03% | 449 |
|
|
2019
Q2 | $793K | Sell |
20,305
-2,740
| -12% | -$104K | 0.03% | 432 |
|
|
2019
Q1 | $893K | Sell |
23,045
-1,410
| -6% | -$53.6K | 0.04% | 390 |
|
|
2018
Q4 | $884K | Sell |
24,455
-13,160
| -35% | -$504K | 0.05% | 358 |
|
|
2018
Q3 | $1.53M | Buy |
37,615
+9,905
| +36% | +$382K | 0.07% | 261 |
|
|
2018
Q2 | $988K | Sell |
27,710
-130
| -0.5% | -$4.58K | 0.04% | 367 |
|
|
2018
Q1 | $961K | Sell |
27,840
-1,315
| -5% | -$47.3K | 0.04% | 379 |
|
|
2017
Q4 | $1.02M | Sell |
29,155
-4,685
| -14% | -$163K | 0.05% | 348 |
|
|
2017
Q3 | $1.16M | Buy |
33,840
+12,720
| +60% | +$429K | 0.05% | 305 |
|
|
2017
Q2 | $702K | Sell |
21,120
-15,465
| -42% | -$494K | 0.04% | 369 |
|
|
2017
Q1 | $1.14M | Buy |
36,585
+18,535
| +103% | +$566K | 0.06% | 262 |
|
|
2016
Q4 | $520K | Buy |
18,050
+1,365
| +8% | +$39.6K | 0.03% | 377 |
|
|
2016
Q3 | $501K | Buy |
16,685
+1,345
| +9% | +$41.1K | 0.03% | 365 |
|
|
2016
Q2 | $455K | Buy |
15,340
+3,015
| +24% | +$88.1K | 0.03% | 353 |
|
|
2016
Q1 | $347K | Buy |
12,325
+1,325
| +12% | +$36.7K | 0.03% | 375 |
|
|
2015
Q4 | $330K | Sell |
11,000
-470
| -4% | -$14K | 0.03% | 401 |
|
|
2015
Q3 | $321K | Sell |
11,470
-7,420
| -39% | -$231K | 0.04% | 358 |
|
|
2015
Q2 | $600K | Buy |
18,890
+255
| +1% | +$8.02K | 0.08% | 228 |
|
|
2015
Q1 | $575K | Buy |
18,635
+9,075
| +95% | +$274K | 0.07% | 260 |
|
|
2014
Q4 | $276K | Buy |
+9,560
| New | +$269K | 0.05% | 371 |
|
Other funds holding IYH
PCH
PRS
