United Capital Financial 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 | $6.39M | Sell |
113,133
-37
| -0% | -$2.09K | 0.05% | 249 |
|
|
2025
Q1 | $6.89M | Buy |
113,170
+1,156
| +1% | +$70.4K | 0.06% | 228 |
|
|
2024
Q4 | $6.53M | Sell |
112,014
-1,601
| -1% | -$93.3K | 0.06% | 225 |
|
|
2024
Q3 | $7.38M | Sell |
113,615
-1,818
| -2% | -$118K | 0.06% | 214 |
|
|
2024
Q2 | $7.07M | Sell |
115,433
-2,654
| -2% | -$163K | 0.06% | 214 |
|
|
2024
Q1 | $7.31M | Sell |
118,087
-6,053
| -5% | -$375K | 0.06% | 215 |
|
|
2023
Q4 | $7.11M | Sell |
124,140
-88,075
| -42% | -$5.04M | 0.06% | 235 |
|
|
2023
Q3 | $11.5M | Buy |
212,215
+2,110
| +1% | +$114K | 0.08% | 214 |
|
|
2023
Q2 | $11.8M | Sell |
210,105
-1,195
| -0.6% | -$67K | 0.06% | 221 |
|
|
2023
Q1 | $11.5M | Sell |
211,300
-10,200
| -5% | -$557K | 0.06% | 217 |
|
|
2022
Q4 | $12.6M | Sell |
221,500
-3,285
| -1% | -$186K | 0.07% | 221 |
|
|
2022
Q3 | $11.4M | Buy |
224,785
+12,635
| +6% | +$639K | 0.07% | 223 |
|
|
2022
Q2 | $11.4M | Sell |
212,150
-1,530
| -0.7% | -$82.3K | 0.06% | 243 |
|
|
2022
Q1 | $12.3M | Buy |
213,680
+6,730
| +3% | +$389K | 0.06% | 249 |
|
|
2021
Q4 | $12.4M | Buy |
206,950
+5,425
| +3% | +$326K | 0.06% | 259 |
|
|
2021
Q3 | $11.1M | Sell |
201,525
-455
| -0.2% | -$25.1K | 0.06% | 262 |
|
|
2021
Q2 | $11M | Sell |
201,980
-5,405
| -3% | -$295K | 0.06% | 257 |
|
|
2021
Q1 | $10.5M | Buy |
207,385
+6,520
| +3% | +$329K | 0.06% | 253 |
|
|
2020
Q4 | $9.88M | Buy |
200,865
+17,330
| +9% | +$852K | 0.06% | 255 |
|
|
2020
Q3 | $8.34M | Sell |
183,535
-370
| -0.2% | -$16.8K | 0.05% | 272 |
|
|
2020
Q2 | $7.93M | Buy |
183,905
+16,350
| +10% | +$705K | 0.06% | 285 |
|
|
2020
Q1 | $6.29M | Sell |
167,555
-13,525
| -7% | -$508K | 0.05% | 303 |
|
|
2019
Q4 | $7.79M | Buy |
181,080
+8,975
| +5% | +$386K | 0.05% | 339 |
|
|
2019
Q3 | $6.51M | Sell |
172,105
-9,910
| -5% | -$375K | 0.05% | 354 |
|
|
2019
Q2 | $7.11M | Buy |
182,015
+72,270
| +66% | +$2.82M | 0.05% | 351 |
|
|
2019
Q1 | $4.25M | Sell |
109,745
-3,110
| -3% | -$121K | 0.03% | 445 |
|
|
2018
Q4 | $4.08M | Sell |
112,855
-208,220
| -65% | -$7.53M | 0.03% | 413 |
|
|
2018
Q3 | $13M | Sell |
321,075
-150,550
| -32% | -$6.11M | 0.09% | 244 |
|
|
2018
Q2 | $16.8M | Sell |
471,625
-122,755
| -21% | -$4.37M | 0.13% | 180 |
|
|
2018
Q1 | $20.5M | Buy |
594,380
+116,610
| +24% | +$4.03M | 0.16% | 151 |
|
|
2017
Q4 | $16.8M | Sell |
477,770
-18,670
| -4% | -$655K | 0.13% | 182 |
|
|
2017
Q3 | $17.1M | Sell |
496,440
-104,945
| -17% | -$3.61M | 0.14% | 163 |
|
|
2017
Q2 | $20M | Buy |
601,385
+121,000
| +25% | +$4.02M | 0.18% | 125 |
|
|
2017
Q1 | $15M | Buy |
480,385
+54,790
| +13% | +$1.71M | 0.14% | 168 |
|
|
2016
Q4 | $12.3M | Sell |
425,595
-1,020,900
| -71% | -$29.4M | 0.12% | 203 |
|
|
2016
Q3 | $43.5M | Buy |
1,446,495
+409,515
| +39% | +$12.3M | 0.42% | 42 |
|
|
2016
Q2 | $30.7M | Buy |
1,036,980
+869,040
| +517% | +$25.7M | 0.31% | 62 |
|
|
2016
Q1 | $4.72M | Buy |
167,940
+15,755
| +10% | +$443K | 0.05% | 344 |
|
|
2015
Q4 | $4.57M | Buy |
152,185
+39,960
| +36% | +$1.2M | 0.05% | 353 |
|
|
2015
Q3 | $3.14M | Sell |
112,225
-732,670
| -87% | -$20.5M | 0.04% | 426 |
|
|
2015
Q2 | $26.8M | Sell |
844,895
-29,080
| -3% | -$923K | 0.31% | 75 |
|
|
2015
Q1 | $26.5M | Sell |
873,975
-60,325
| -6% | -$1.83M | 0.32% | 78 |
|
|
2014
Q4 | $26.9M | Sell |
934,300
-59,290
| -6% | -$1.71M | 0.4% | 62 |
|
|
2014
Q3 | $26.7M | Sell |
993,590
-467,045
| -32% | -$12.5M | 0.46% | 46 |
|
|
2014
Q2 | $37.5M | Sell |
1,460,635
-2,012,020
| -58% | -$51.6M | 0.69% | 28 |
|
|
2014
Q1 | $85.4M | Buy |
3,472,655
+1,008,335
| +41% | +$24.8M | 1.82% | 8 |
|
|
2013
Q4 | $57.4M | Buy |
2,464,320
+11,300
| +0.5% | +$263K | 1.95% | 7 |
|
|
2013
Q3 | $52.5M | Buy |
+2,453,020
| New | +$52.5M | 1.67% | 14 |
|