WESPAC 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-10,296
| Closed | -$669K | – | 169 |
|
|
2024
Q3 | $669K | Sell |
10,296
-6,569
| -39% | -$427K | 0.5% | 73 |
|
|
2024
Q2 | $1.03M | Sell |
16,865
-5,140
| -23% | -$315K | 0.81% | 37 |
|
|
2024
Q1 | $1.36M | Sell |
22,005
-60
| -0.3% | -$3.71K | 0.79% | 37 |
|
|
2023
Q4 | $1.26M | Sell |
22,065
-2,040
| -8% | -$117K | 0.88% | 34 |
|
|
2023
Q3 | $1.3M | Sell |
24,105
-330
| -1% | -$17.8K | 0.97% | 29 |
|
|
2023
Q2 | $1.37M | Buy |
24,435
+2,220
| +10% | +$124K | 1.1% | 26 |
|
|
2023
Q1 | $1.21M | Buy |
22,215
+3,360
| +18% | +$183K | 1.14% | 29 |
|
|
2022
Q4 | $1.07M | Buy |
18,855
+2,935
| +18% | +$167K | 1.85% | 14 |
|
|
2022
Q3 | $806K | Buy |
+15,920
| New | +$806K | 1.09% | 34 |
|
|
2017
Q4 | – | Sell |
-19,455
| Closed | -$669K | – | 133 |
|
|
2017
Q3 | $669K | Buy |
19,455
+1,855
| +11% | +$63.8K | 0.44% | 72 |
|
|
2017
Q2 | $585K | Buy |
+17,600
| New | +$585K | 0.4% | 74 |
|