U.S. Capital Wealth Advisors’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 | $1.11M | Buy |
19,680
+1,892
| +11% | +$107K | 0.03% | 407 |
|
|
2025
Q1 | $1.08M | Buy |
17,788
+741
| +4% | +$45.1K | 0.03% | 410 |
|
|
2024
Q4 | $993K | Buy |
17,047
+4,596
| +37% | +$268K | 0.03% | 424 |
|
|
2024
Q3 | $809K | Buy |
12,451
+2,546
| +26% | +$165K | 0.03% | 382 |
|
|
2024
Q2 | $607K | Sell |
9,905
-1,130
| -10% | -$69.2K | 0.02% | 416 |
|
|
2024
Q1 | $683K | Sell |
11,035
-10
| -0.1% | -$619 | 0.03% | 410 |
|
|
2023
Q4 | $632K | Sell |
11,045
-1,065
| -9% | -$61K | 0.03% | 406 |
|
|
2023
Q3 | $654K | Buy |
12,110
+445
| +4% | +$24K | 0.03% | 380 |
|
|
2023
Q2 | $654K | Buy |
11,665
+490
| +4% | +$27.5K | 0.03% | 396 |
|
|
2023
Q1 | $610K | Buy |
11,175
+405
| +4% | +$22.1K | 0.03% | 394 |
|
|
2022
Q4 | $611K | Buy |
10,770
+120
| +1% | +$6.81K | 0.03% | 418 |
|
|
2022
Q3 | $539K | Buy |
10,650
+40
| +0.4% | +$2.02K | 0.03% | 426 |
|
|
2022
Q2 | $571K | Buy |
10,610
+1,410
| +15% | +$75.9K | 0.03% | 432 |
|
|
2022
Q1 | $531K | Buy |
9,200
+485
| +6% | +$28K | 0.02% | 502 |
|
|
2021
Q4 | $524K | Sell |
8,715
-1,895
| -18% | -$114K | 0.02% | 499 |
|
|
2021
Q3 | $586K | Buy |
+10,610
| New | +$586K | 0.03% | 483 |
|