Wealthspire Advisors (New York)’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 | $476K | Buy |
8,420
+260
| +3% | +$14.7K | ﹤0.01% | 552 |
|
|
2025
Q1 | $497K | Sell |
8,160
-147
| -2% | -$8.95K | ﹤0.01% | 514 |
|
|
2024
Q4 | $484K | Sell |
8,307
-11,990
| -59% | -$699K | ﹤0.01% | 523 |
|
|
2024
Q3 | $1.32M | Buy |
20,297
+835
| +4% | +$54.3K | 0.01% | 322 |
|
|
2024
Q2 | $1.19M | Buy |
19,462
+9,024
| +86% | +$553K | 0.02% | 289 |
|
|
2024
Q1 | $646K | Buy |
10,438
+778
| +8% | +$48.2K | 0.01% | 378 |
|
|
2023
Q4 | $553K | Buy |
9,660
+40
| +0.4% | +$2.29K | 0.01% | 404 |
|
|
2023
Q3 | $520K | Buy |
9,620
+2,985
| +45% | +$161K | 0.01% | 385 |
|
|
2023
Q2 | $372K | Buy |
6,635
+210
| +3% | +$11.8K | 0.01% | 420 |
|
|
2023
Q1 | $351K | Sell |
6,425
-35
| -0.5% | -$1.91K | 0.01% | 414 |
|
|
2022
Q4 | $366K | Buy |
6,460
+15
| +0.2% | +$851 | 0.01% | 419 |
|
|
2022
Q3 | $326K | Sell |
6,445
-35
| -0.5% | -$1.77K | 0.01% | 398 |
|
|
2022
Q2 | $349K | Sell |
6,480
-440
| -6% | -$23.7K | 0.01% | 369 |
|
|
2022
Q1 | $400K | Buy |
6,920
+10
| +0.1% | +$578 | 0.01% | 306 |
|
|
2021
Q4 | $415K | Sell |
6,910
-35
| -0.5% | -$2.1K | 0.01% | 354 |
|
|
2021
Q3 | $383K | Buy |
6,945
+1,495
| +27% | +$82.4K | 0.01% | 409 |
|
|
2021
Q2 | $298K | Sell |
5,450
-1,755
| -24% | -$96K | 0.01% | 293 |
|
|
2021
Q1 | $364K | Buy |
7,205
+1,600
| +29% | +$80.8K | 0.01% | 493 |
|
|
2020
Q4 | $276K | Buy |
+5,605
| New | +$276K | 0.01% | 463 |
|