The Family Firm’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,602
| Closed | -$234K | – | 217 |
|
|
2024
Q3 | $234K | Sell |
3,602
-629
| -15% | -$40.9K | 0.05% | 189 |
|
|
2024
Q2 | $259K | Sell |
4,231
-481
| -10% | -$29.5K | 0.06% | 173 |
|
|
2024
Q1 | $292K | Buy |
4,712
+12
| +0.3% | +$743 | 0.07% | 159 |
|
|
2023
Q4 | $269K | Buy |
+4,700
| New | +$269K | 0.07% | 159 |
|
|
2023
Q2 | – | Sell |
-4,095
| Closed | -$224K | – | 186 |
|
|
2023
Q1 | $224K | Buy |
4,095
+10
| +0.2% | +$546 | 0.06% | 168 |
|
|
2022
Q4 | $232K | Buy |
4,085
+30
| +0.7% | +$1.7K | 0.07% | 166 |
|
|
2022
Q3 | $205K | Hold |
4,055
| – | – | 0.07% | 167 |
|
|
2022
Q2 | $218K | Buy |
4,055
+10
| +0.2% | +$538 | 0.06% | 173 |
|
|
2022
Q1 | $234K | Buy |
4,045
+10
| +0.2% | +$578 | 0.06% | 166 |
|
|
2021
Q4 | $243K | Sell |
4,035
-245
| -6% | -$14.8K | 0.06% | 166 |
|
|
2021
Q3 | $242K | Buy |
4,280
+15
| +0.4% | +$848 | 0.06% | 162 |
|
|
2021
Q2 | $233K | Buy |
4,265
+20
| +0.5% | +$1.09K | 0.06% | 161 |
|
|
2021
Q1 | $214K | Hold |
4,245
| – | – | 0.06% | 166 |
|
|
2020
Q4 | $216K | Sell |
4,245
-315
| -7% | -$16K | 0.06% | 158 |
|
|
2020
Q3 | $207K | Buy |
+4,560
| New | +$207K | 0.07% | 135 |
|
|
2020
Q2 | – | Sell |
-5,730
| Closed | -$215K | – | 141 |
|
|
2020
Q1 | $215K | Sell |
5,730
-140
| -2% | -$5.25K | 0.09% | 124 |
|
|
2019
Q4 | $253K | Buy |
+5,870
| New | +$253K | 0.09% | 133 |
|