Summit Financial Strategies’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
Q1 | – | Sell |
-3,820
| Closed | -$223K | – | 154 |
|
|
2024
Q4 | $223K | Hold |
3,820
| – | – | 0.02% | 132 |
|
|
2024
Q3 | $248K | Hold |
3,820
| – | – | 0.03% | 126 |
|
|
2024
Q2 | $234K | Hold |
3,820
| – | – | 0.03% | 126 |
|
|
2024
Q1 | $236K | Hold |
3,820
| – | – | 0.03% | 126 |
|
|
2023
Q4 | $219K | Hold |
3,820
| – | – | 0.03% | 131 |
|
|
2023
Q3 | $206K | Hold |
3,820
| – | – | 0.04% | 122 |
|
|
2023
Q2 | $214K | Hold |
3,820
| – | – | 0.04% | 118 |
|
|
2023
Q1 | $209K | Hold |
3,820
| – | – | 0.04% | 115 |
|
|
2022
Q4 | $217K | Buy |
+3,820
| New | +$217K | 0.05% | 106 |
|
|
2022
Q3 | – | Sell |
-3,820
| Closed | -$205K | – | 122 |
|
|
2022
Q2 | $205K | Hold |
3,820
| – | – | 0.05% | 113 |
|
|
2022
Q1 | $221K | Sell |
3,820
-1,085
| -22% | -$62.8K | 0.04% | 108 |
|
|
2021
Q4 | $295K | Buy |
4,905
+565
| +13% | +$34K | 0.06% | 93 |
|
|
2021
Q3 | $239K | Hold |
4,340
| – | – | 0.05% | 104 |
|
|
2021
Q2 | $237K | Buy |
+4,340
| New | +$237K | 0.05% | 107 |
|