Valeo 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 | – | Sell |
-3,387
| Closed | -$206K | – | 768 |
|
|
2025
Q1 | $206K | Buy |
+3,387
| New | +$206K | 0.01% | 633 |
|
|
2024
Q4 | – | Sell |
-3,376
| Closed | -$219K | – | 716 |
|
|
2024
Q3 | $219K | Buy |
3,376
+6
| +0.2% | +$390 | 0.01% | 623 |
|
|
2024
Q2 | $206K | Buy |
+3,370
| New | +$206K | 0.01% | 602 |
|
|
2021
Q2 | – | Sell |
-2,095
| Closed | -$106K | – | 1095 |
|
|
2021
Q1 | $106K | Hold |
2,095
| – | – | ﹤0.01% | 578 |
|
|
2020
Q4 | $103K | Hold |
2,095
| – | – | 0.01% | 548 |
|
|
2020
Q3 | $95K | Hold |
2,095
| – | – | 0.01% | 472 |
|
|
2020
Q2 | $90K | Sell |
2,095
-115
| -5% | -$4.94K | 0.01% | 513 |
|
|
2020
Q1 | $88K | Buy |
2,210
+840
| +61% | +$33.4K | 0.01% | 447 |
|
|
2019
Q4 | $59K | Hold |
1,370
| – | – | 0.01% | 583 |
|
|
2019
Q3 | $52K | Hold |
1,370
| – | – | 0.01% | 587 |
|
|
2019
Q2 | $53K | Sell |
1,370
-745
| -35% | -$28.8K | 0.01% | 575 |
|
|
2019
Q1 | $82K | Hold |
2,115
| – | – | 0.01% | 445 |
|
|
2018
Q4 | $77K | Hold |
2,115
| – | – | 0.01% | 417 |
|
|
2018
Q3 | $80K | Buy |
2,115
+110
| +5% | +$4.16K | 0.01% | 446 |
|
|
2018
Q2 | $77K | Hold |
2,005
| – | – | 0.01% | 451 |
|
|
2018
Q1 | $69K | Hold |
2,005
| – | – | 0.01% | 434 |
|
|
2017
Q4 | $70K | Hold |
2,005
| – | – | 0.01% | 411 |
|
|
2017
Q3 | $69K | Buy |
+2,005
| New | +$69K | 0.02% | 350 |
|