Valmark Advisers’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 | $1.48M | Buy |
26,227
+1,042
| +4% | +$58.9K | 0.02% | 272 |
|
|
2025
Q1 | $1.53M | Buy |
25,185
+1,188
| +5% | +$72.3K | 0.02% | 243 |
|
|
2024
Q4 | $1.4M | Buy |
23,997
+1,174
| +5% | +$68.4K | 0.02% | 260 |
|
|
2024
Q3 | $1.48M | Buy |
22,823
+1,166
| +5% | +$75.8K | 0.02% | 240 |
|
|
2024
Q2 | $1.33M | Sell |
21,657
-3,070
| -12% | -$188K | 0.02% | 237 |
|
|
2024
Q1 | $1.53M | Buy |
24,727
+682
| +3% | +$42.2K | 0.03% | 209 |
|
|
2023
Q4 | $1.38M | Sell |
24,045
-335
| -1% | -$19.2K | 0.03% | 202 |
|
|
2023
Q3 | $1.32M | Buy |
24,380
+50
| +0.2% | +$2.7K | 0.03% | 189 |
|
|
2023
Q2 | $1.36M | Buy |
24,330
+275
| +1% | +$15.4K | 0.03% | 190 |
|
|
2023
Q1 | $1.31M | Buy |
24,055
+45
| +0.2% | +$2.46K | 0.03% | 191 |
|
|
2022
Q4 | $1.36M | Buy |
24,010
+1,965
| +9% | +$111K | 0.03% | 177 |
|
|
2022
Q3 | $1.12M | Sell |
22,045
-935
| -4% | -$47.3K | 0.02% | 174 |
|
|
2022
Q2 | $1.24M | Buy |
22,980
+2,095
| +10% | +$113K | 0.02% | 170 |
|
|
2022
Q1 | $1.21M | Sell |
20,885
-215
| -1% | -$12.4K | 0.02% | 183 |
|
|
2021
Q4 | $1.27M | Sell |
21,100
-745
| -3% | -$44.7K | 0.02% | 170 |
|
|
2021
Q3 | $1.21M | Sell |
21,845
-660
| -3% | -$36.4K | 0.02% | 162 |
|
|
2021
Q2 | $1.23M | Buy |
22,505
+680
| +3% | +$37.1K | 0.02% | 162 |
|
|
2021
Q1 | $1.1M | Sell |
21,825
-135
| -0.6% | -$6.82K | 0.02% | 169 |
|
|
2020
Q4 | $1.08M | Sell |
21,960
-500
| -2% | -$24.6K | 0.02% | 159 |
|
|
2020
Q3 | $1.02M | Buy |
22,460
+255
| +1% | +$11.6K | 0.02% | 128 |
|
|
2020
Q2 | $958K | Buy |
22,205
+215
| +1% | +$9.28K | 0.02% | 121 |
|
|
2020
Q1 | $826K | Sell |
21,990
-1,135
| -5% | -$42.6K | 0.02% | 112 |
|
|
2019
Q4 | $998K | Sell |
23,125
-1,745
| -7% | -$75.3K | 0.02% | 100 |
|
|
2019
Q3 | $940K | Sell |
24,870
-465
| -2% | -$17.6K | 0.02% | 104 |
|
|
2019
Q2 | $989K | Sell |
25,335
-2,100
| -8% | -$82K | 0.02% | 98 |
|
|
2019
Q1 | $1.06M | Sell |
27,435
-10
| -0% | -$387 | 0.02% | 92 |
|
|
2018
Q4 | $992K | Sell |
27,445
-2,185
| -7% | -$79K | 0.02% | 87 |
|
|
2018
Q3 | $1.2M | Sell |
29,630
-1,765
| -6% | -$71.6K | 0.03% | 71 |
|
|
2018
Q2 | $1.12M | Sell |
31,395
-2,050
| -6% | -$73.1K | 0.02% | 75 |
|
|
2018
Q1 | $1.16M | Sell |
33,445
-2,960
| -8% | -$102K | 0.03% | 71 |
|
|
2017
Q4 | $1.27M | Buy |
+36,405
| New | +$1.27M | 0.03% | 68 |
|