Visionary Wealth 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 | $351K | Hold |
6,208
| – | – | 0.02% | 428 |
|
|
2025
Q1 | $378K | Hold |
6,208
| – | – | 0.02% | 391 |
|
|
2024
Q4 | $362K | Sell |
6,208
-1,104
| -15% | -$64.3K | 0.02% | 405 |
|
|
2024
Q3 | $475K | Hold |
7,312
| – | – | 0.03% | 351 |
|
|
2024
Q2 | $448K | Sell |
7,312
-1,233
| -14% | -$75.5K | 0.03% | 343 |
|
|
2024
Q1 | $529K | Hold |
8,545
| – | – | 0.04% | 314 |
|
|
2023
Q4 | $489K | Hold |
8,545
| – | – | 0.04% | 317 |
|
|
2023
Q3 | $462K | Hold |
8,545
| – | – | 0.04% | 312 |
|
|
2023
Q2 | $479K | Sell |
8,545
-1,355
| -14% | -$75.9K | 0.04% | 300 |
|
|
2023
Q1 | $541K | Buy |
9,900
+20
| +0.2% | +$1.09K | 0.05% | 272 |
|
|
2022
Q4 | $561K | Hold |
9,880
| – | – | 0.05% | 223 |
|
|
2022
Q3 | $500K | Sell |
9,880
-2,850
| -22% | -$144K | 0.05% | 228 |
|
|
2022
Q2 | $685K | Buy |
12,730
+2,850
| +29% | +$153K | 0.06% | 203 |
|
|
2022
Q1 | $571K | Hold |
9,880
| – | – | 0.05% | 235 |
|
|
2021
Q4 | $594K | Buy |
+9,880
| New | +$594K | 0.05% | 210 |
|