Summit X LLC’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 | $295K | Sell |
5,228
-315
| -6% | -$17.8K | 0.06% | 194 |
|
|
2025
Q1 | $337K | Sell |
5,543
-854
| -13% | -$52K | 0.07% | 158 |
|
|
2024
Q4 | $373K | Sell |
6,397
-65
| -1% | -$3.79K | 0.08% | 142 |
|
|
2024
Q3 | $396K | Sell |
6,462
-400
| -6% | -$24.5K | 0.1% | 132 |
|
|
2024
Q2 | $421K | Buy |
6,862
+24
| +0.4% | +$1.47K | 0.09% | 138 |
|
|
2024
Q1 | $423K | Sell |
6,838
-2,032
| -23% | -$126K | 0.11% | 124 |
|
|
2023
Q4 | $399K | Sell |
8,870
-5,160
| -37% | -$232K | 0.11% | 121 |
|
|
2023
Q3 | $758K | Buy |
14,030
+240
| +2% | +$13K | 0.24% | 80 |
|
|
2023
Q2 | $773K | Buy |
+13,790
| New | +$773K | 0.19% | 112 |
|
|
2020
Q4 | – | Sell |
-2,510
| Closed | -$1.36K | – | 345 |
|
|
2020
Q3 | $1.36K | Buy |
+2,510
| New | +$1.36K | 0.02% | 214 |
|
|
2018
Q4 | – | Sell |
-69,220
| Closed | -$2.8M | – | 218 |
|
|
2018
Q3 | $2.8M | Buy |
69,220
+29,185
| +73% | +$1.18M | 1.37% | 15 |
|
|
2018
Q2 | $1.42M | Sell |
40,035
-2,030
| -5% | -$72K | 0.79% | 33 |
|
|
2018
Q1 | $1.45M | Buy |
42,065
+28,780
| +217% | +$993K | 0.87% | 33 |
|
|
2017
Q4 | $461K | Buy |
13,285
+2,710
| +26% | +$94K | 0.29% | 102 |
|
|
2017
Q3 | $364K | Buy |
10,575
+2,550
| +32% | +$87.8K | 0.24% | 123 |
|
|
2017
Q2 | $266K | Buy |
+8,025
| New | +$266K | 0.19% | 151 |
|