Tyler-Stone Wealth Management’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 | $624K | Buy |
11,042
+19
| +0.2% | +$1.07K | 0.1% | 176 |
|
|
2025
Q1 | $671K | Buy |
11,023
+17
| +0.2% | +$1.04K | 0.12% | 160 |
|
|
2024
Q4 | $641K | Buy |
11,006
+21
| +0.2% | +$1.22K | 0.11% | 164 |
|
|
2024
Q3 | $714K | Buy |
10,985
+6,504
| +145% | +$423K | 0.13% | 144 |
|
|
2024
Q2 | $275K | Buy |
4,481
+334
| +8% | +$20.5K | 0.11% | 158 |
|
|
2024
Q1 | $257K | Sell |
4,147
-1,323
| -24% | -$81.9K | 0.11% | 163 |
|
|
2023
Q4 | $313K | Sell |
5,470
-260
| -5% | -$14.9K | 0.16% | 126 |
|
|
2023
Q3 | $310K | Hold |
5,730
| – | – | 0.18% | 112 |
|
|
2023
Q2 | $321K | Buy |
+5,730
| New | +$321K | 0.18% | 110 |
|
|
2022
Q4 | $324K | Buy |
5,710
+500
| +10% | +$28.4K | 0.22% | 102 |
|
|
2022
Q3 | $264K | Buy |
5,210
+15
| +0.3% | +$760 | 0.2% | 111 |
|
|
2022
Q2 | $280K | Buy |
5,195
+5
| +0.1% | +$269 | 0.19% | 112 |
|
|
2022
Q1 | $300K | Buy |
5,190
+10
| +0.2% | +$578 | 0.16% | 128 |
|
|
2021
Q4 | $311K | Buy |
+5,180
| New | +$311K | 0.16% | 124 |
|