Vishria Bird Financial Group’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 |
-39,007
| Closed | -$2.38M | – | 93 |
|
|
2025
Q1 | $2.38M | Sell |
39,007
-850
| -2% | -$51.8K | 0.81% | 25 |
|
|
2024
Q4 | $2.32M | Sell |
39,857
-543
| -1% | -$31.6K | 0.81% | 25 |
|
|
2024
Q3 | $2.63M | Hold |
40,400
| – | – | 1% | 22 |
|
|
2024
Q2 | $2.48M | Sell |
40,400
-190
| -0.5% | -$11.6K | 1.04% | 22 |
|
|
2024
Q1 | $2.51M | Buy |
40,590
+995
| +3% | +$61.6K | 1.08% | 22 |
|
|
2023
Q4 | $2.27M | Sell |
39,595
-40
| -0.1% | -$2.29K | 1.07% | 21 |
|
|
2023
Q3 | $2.14M | Hold |
39,635
| – | – | 1.21% | 20 |
|
|
2023
Q2 | $2.22M | Sell |
39,635
-1,550
| -4% | -$86.9K | 1.32% | 18 |
|
|
2023
Q1 | $2.25M | Hold |
41,185
| – | – | 1.44% | 17 |
|
|
2022
Q4 | $2.34M | Sell |
41,185
-495
| -1% | -$28.1K | 1.63% | 17 |
|
|
2022
Q3 | $2.11M | Buy |
41,680
+125
| +0.3% | +$6.33K | 1.42% | 21 |
|
|
2022
Q2 | $2.24M | Buy |
+41,555
| New | +$2.24M | 1.49% | 19 |
|