Veritable’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,680
| Closed | -$487K | – | 423 |
|
|
2023
Q2 | $487K | Sell |
8,680
-500
| -5% | -$28K | 0.01% | 553 |
|
|
2023
Q1 | $501K | Hold |
9,180
| – | – | 0.01% | 533 |
|
|
2022
Q4 | $521K | Sell |
9,180
-110
| -1% | -$6.24K | 0.01% | 522 |
|
|
2022
Q3 | $470K | Hold |
9,290
| – | – | 0.01% | 513 |
|
|
2022
Q2 | $500K | Hold |
9,290
| – | – | 0.01% | 541 |
|
|
2022
Q1 | $537K | Hold |
9,290
| – | – | 0.01% | 546 |
|
|
2021
Q4 | $558K | Sell |
9,290
-75
| -0.8% | -$4.51K | 0.01% | 529 |
|
|
2021
Q3 | $517K | Hold |
9,365
| – | – | 0.01% | 532 |
|
|
2021
Q2 | $511K | Buy |
9,365
+1,140
| +14% | +$62.2K | 0.01% | 531 |
|
|
2021
Q1 | $415K | Hold |
8,225
| – | – | 0.01% | 554 |
|
|
2020
Q4 | $405K | Hold |
8,225
| – | – | 0.01% | 550 |
|
|
2020
Q3 | $374K | Buy |
8,225
+875
| +12% | +$39.8K | 0.01% | 524 |
|
|
2020
Q2 | $317K | Hold |
7,350
| – | – | 0.01% | 584 |
|
|
2020
Q1 | $276K | Buy |
+7,350
| New | +$276K | 0.01% | 576 |
|
|
2015
Q1 | – | Sell |
-7,115
| Closed | -$205K | – | 952 |
|
|
2014
Q4 | $205K | Buy |
+7,115
| New | +$205K | ﹤0.01% | 875 |
|
|
2014
Q1 | – | Sell |
-7,115
| Closed | -$166K | – | 958 |
|
|
2013
Q4 | $166K | Buy |
+7,115
| New | +$166K | ﹤0.01% | 861 |
|