Waterloo Capital’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
$628K Buy
11,127
+31
+0.3% +$1.75K 0.05% 236
2025
Q1
$676K Buy
11,096
+28
+0.3% +$1.71K 0.06% 211
2024
Q4
$645K Buy
11,068
+38
+0.3% +$2.21K 0.07% 201
2024
Q3
$717K Buy
11,030
+39
+0.4% +$2.54K 0.08% 195
2024
Q2
$673K Buy
10,991
+23
+0.2% +$1.41K 0.08% 185
2024
Q1
$679K Buy
10,968
+28
+0.3% +$1.73K 0.09% 188
2023
Q4
$626K Sell
10,940
-120
-1% -$6.87K 0.1% 181
2023
Q3
$597K Sell
11,060
-5
-0% -$270 0.18% 91
2023
Q2
$620K Sell
11,065
-2,260
-17% -$127K 0.18% 77
2023
Q1
$728K Buy
+13,325
New +$728K 0.23% 69