Westside Investment Management’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 | $14.1K | Sell |
250
-390
| -61% | -$22K | ﹤0.01% | 819 |
|
|
2025
Q1 | $39K | Buy |
640
+50
| +8% | +$3.05K | 0.01% | 443 |
|
|
2024
Q4 | $34.4K | Buy |
590
+1
| +0.2% | +$58 | 0.01% | 469 |
|
|
2024
Q3 | $38.3K | Sell |
589
-52
| -8% | -$3.38K | 0.01% | 440 |
|
|
2024
Q2 | $39.3K | Hold |
641
| – | – | 0.01% | 418 |
|
|
2024
Q1 | $39.7K | Buy |
641
+51
| +9% | +$3.16K | 0.01% | 412 |
|
|
2023
Q4 | $33.8K | Sell |
590
-395
| -40% | -$22.6K | 0.01% | 414 |
|
|
2023
Q3 | $53.4K | Sell |
985
-125
| -11% | -$6.78K | 0.02% | 333 |
|
|
2023
Q2 | $62.5K | Hold |
1,110
| – | – | 0.02% | 325 |
|
|
2023
Q1 | $60.8K | Buy |
1,110
+100
| +10% | +$5.48K | 0.02% | 331 |
|
|
2022
Q4 | $57 | Hold |
1,010
| – | – | ﹤0.01% | 405 |
|
|
2022
Q3 | $51 | Buy |
1,010
+5
| +0.5% | – | ﹤0.01% | 409 |
|
|
2022
Q2 | $54 | Buy |
1,005
+250
| +33% | +$13 | ﹤0.01% | 405 |
|
|
2022
Q1 | $43 | Hold |
755
| – | – | ﹤0.01% | 429 |
|
|
2021
Q4 | $45 | Hold |
755
| – | – | ﹤0.01% | 408 |
|
|
2021
Q3 | $41 | Buy |
755
+5
| +0.7% | – | ﹤0.01% | 407 |
|
|
2021
Q2 | $41 | Hold |
750
| – | – | ﹤0.01% | 398 |
|
|
2021
Q1 | $38 | Hold |
750
| – | – | ﹤0.01% | 396 |
|
|
2020
Q4 | $36 | Hold |
750
| – | – | ﹤0.01% | 371 |
|
|
2020
Q3 | $34 | Buy |
750
+130
| +21% | +$6 | ﹤0.01% | 374 |
|
|
2020
Q2 | $26 | Sell |
620
-250
| -29% | -$10 | ﹤0.01% | 375 |
|
|
2020
Q1 | $32 | Buy |
+870
| New | +$32 | ﹤0.01% | 366 |
|
|
2019
Q2 | $843 | Buy |
+21,590
| New | +$843 | ﹤0.01% | 124 |
|
|
2018
Q4 | $759K | Buy |
+20,985
| New | +$759K | 0.28% | 65 |
|
|
2018
Q3 | – | Sell |
-16,165
| Closed | -$578K | – | 786 |
|
|
2018
Q2 | $578K | Buy |
16,165
+1,125
| +7% | +$40.2K | 0.2% | 78 |
|
|
2018
Q1 | $506K | Sell |
15,040
-225
| -1% | -$7.57K | 0.28% | 78 |
|
|
2017
Q4 | $546K | Sell |
15,265
-1,415
| -8% | -$50.6K | 0.3% | 74 |
|
|
2017
Q3 | $578K | Buy |
16,680
+1,200
| +8% | +$41.6K | 0.35% | 68 |
|
|
2017
Q2 | $513K | Sell |
15,480
-5
| -0% | -$166 | 0.33% | 75 |
|
|
2017
Q1 | $480K | Buy |
+15,485
| New | +$480K | 0.23% | 74 |
|