Summit Financial’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 | $356K | Sell |
6,299
-875
| -12% | -$49.4K | 0.01% | 646 |
|
|
2025
Q1 | $437K | Sell |
7,174
-2,333
| -25% | -$142K | 0.01% | 544 |
|
|
2024
Q4 | $554K | Sell |
9,507
-2,659
| -22% | -$155K | 0.02% | 428 |
|
|
2024
Q3 | $791K | Sell |
12,166
-995
| -8% | -$64.7K | 0.03% | 299 |
|
|
2024
Q2 | $806K | Buy |
13,161
+5,595
| +74% | +$343K | 0.04% | 261 |
|
|
2024
Q1 | $468K | Buy |
+7,566
| New | +$468K | 0.03% | 268 |
|