Sunbelt Securities’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 | $861K | Buy |
14,777
+7,361
| +99% | +$429K | 0.08% | 227 |
|
|
2025
Q1 | $452K | Sell |
7,416
-7,361
| -50% | -$448K | 0.04% | 349 |
|
|
2024
Q4 | $860K | Sell |
14,777
-869
| -6% | -$50.5K | 0.08% | 228 |
|
|
2024
Q3 | $1.02M | Sell |
15,646
-764
| -5% | -$49.7K | 0.1% | 199 |
|
|
2024
Q2 | $1.01M | Buy |
16,410
+35
| +0.2% | +$2.14K | 0.1% | 186 |
|
|
2024
Q1 | $1.01M | Buy |
16,375
+5,755
| +54% | +$356K | 0.11% | 179 |
|
|
2023
Q4 | $608K | Sell |
10,620
-3,265
| -24% | -$187K | 0.08% | 264 |
|
|
2023
Q3 | $750K | Buy |
13,885
+3,435
| +33% | +$186K | 0.1% | 213 |
|
|
2023
Q2 | $586K | Sell |
10,450
-960
| -8% | -$53.8K | 0.08% | 252 |
|
|
2023
Q1 | $615K | Buy |
11,410
+140
| +1% | +$7.55K | 0.1% | 225 |
|
|
2022
Q4 | $639K | Sell |
11,270
-255
| -2% | -$14.5K | 0.12% | 200 |
|
|
2022
Q3 | $583K | Buy |
11,525
+65
| +0.6% | +$3.29K | 0.12% | 210 |
|
|
2022
Q2 | $616K | Buy |
11,460
+2,040
| +22% | +$110K | 0.13% | 201 |
|
|
2022
Q1 | $549K | Buy |
9,420
+420
| +5% | +$24.5K | 0.1% | 234 |
|
|
2021
Q4 | $504K | Buy |
9,000
+4,730
| +111% | +$265K | 0.08% | 268 |
|
|
2021
Q3 | $238K | Hold |
4,270
| – | – | 0.04% | 391 |
|
|
2021
Q2 | $238K | Buy |
+4,270
| New | +$238K | 0.04% | 391 |
|
|
2021
Q1 | – | Sell |
-4,925
| Closed | -$242K | – | 432 |
|
|
2020
Q4 | $242K | Buy |
+4,925
| New | +$242K | 0.05% | 339 |
|
|
2019
Q3 | – | Sell |
-7,045
| Closed | -$275K | – | 595 |
|
|
2019
Q2 | $275K | Sell |
7,045
-1,340
| -16% | -$52.3K | 0.12% | 212 |
|
|
2019
Q1 | $325K | Buy |
+8,385
| New | +$325K | 0.16% | 165 |
|