Valeo Financial Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $316K | Sell |
6,490
-45
| -0.7% | -$2.19K | 0.01% | 561 |
|
|
2025
Q1 | $345K | Buy |
6,535
+45
| +0.7% | +$2.38K | 0.01% | 498 |
|
|
2024
Q4 | $311K | Hold |
6,490
| – | – | 0.01% | 520 |
|
|
2024
Q3 | $371K | Hold |
6,490
| – | – | 0.01% | 477 |
|
|
2024
Q2 | $340K | Hold |
6,490
| – | – | 0.01% | 481 |
|
|
2024
Q1 | $339K | Hold |
6,490
| – | – | 0.01% | 462 |
|
|
2023
Q4 | $341K | Hold |
6,490
| – | – | 0.01% | 456 |
|
|
2023
Q3 | $319K | Hold |
6,490
| – | – | 0.01% | 443 |
|
|
2023
Q2 | $332K | Hold |
6,490
| – | – | 0.02% | 412 |
|
|
2023
Q1 | $321K | Sell |
6,490
-750
| -10% | -$37.1K | 0.02% | 426 |
|
|
2022
Q4 | $388K | Hold |
7,240
| – | – | 0.02% | 327 |
|
|
2022
Q3 | $370K | Hold |
7,240
| – | – | 0.02% | 297 |
|
|
2022
Q2 | $370K | Hold |
7,240
| – | – | 0.02% | 298 |
|
|
2022
Q1 | $410K | Buy |
7,240
+750
| +12% | +$42.5K | 0.02% | 354 |
|
|
2021
Q4 | $377K | Hold |
6,490
| – | – | 0.02% | 352 |
|
|
2021
Q3 | $332K | Hold |
6,490
| – | – | 0.02% | 364 |
|
|
2021
Q2 | $346K | Hold |
6,490
| – | – | 0.02% | 317 |
|
|
2021
Q1 | $327K | Hold |
6,490
| – | – | 0.02% | 334 |
|
|
2020
Q4 | $305K | Hold |
6,490
| – | – | 0.02% | 324 |
|
|
2020
Q3 | $262K | Sell |
6,490
-380
| -6% | -$15.3K | 0.02% | 268 |
|
|
2020
Q2 | $265K | Sell |
6,870
-500
| -7% | -$19.3K | 0.02% | 268 |
|
|
2020
Q1 | $262K | Buy |
7,370
+380
| +5% | +$13.5K | 0.03% | 244 |
|
|
2019
Q4 | $281K | Hold |
6,990
| – | – | 0.03% | 258 |
|
|
2019
Q3 | $226K | Hold |
6,990
| – | – | 0.03% | 282 |
|
|
2019
Q2 | $240K | Buy |
6,990
+500
| +8% | +$17.2K | 0.03% | 257 |
|
|
2019
Q1 | $218K | Hold |
6,490
| – | – | 0.03% | 261 |
|
|
2018
Q4 | $214K | Hold |
6,490
| – | – | 0.03% | 248 |
|
|
2018
Q3 | $247K | Hold |
6,490
| – | – | 0.03% | 245 |
|
|
2018
Q2 | $246K | Buy |
+6,490
| New | +$246K | 0.03% | 254 |
|