WhitTier Trust Company’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 | $431K | Hold |
7,625
| – | – | 0.01% | 410 |
|
2025
Q1 | $464K | Hold |
7,625
| – | – | 0.01% | 398 |
|
2024
Q4 | $444K | Hold |
7,625
| – | – | 0.01% | 380 |
|
2024
Q3 | $496K | Sell |
7,625
-250
| -3% | -$16.3K | 0.01% | 360 |
|
2024
Q2 | $483K | Hold |
7,875
| – | – | 0.01% | 347 |
|
2024
Q1 | $487K | Hold |
7,875
| – | – | 0.01% | 346 |
|
2023
Q4 | $451K | Hold |
7,875
| – | – | 0.01% | 353 |
|
2023
Q3 | $425K | Hold |
7,875
| – | – | 0.02% | 349 |
|
2023
Q2 | $441K | Hold |
7,875
| – | – | 0.01% | 350 |
|
2023
Q1 | $430K | Hold |
7,875
| – | – | 0.02% | 357 |
|
2022
Q4 | $447K | Hold |
7,875
| – | – | 0.02% | 353 |
|
2022
Q3 | $398K | Hold |
7,875
| – | – | 0.02% | 360 |
|
2022
Q2 | $424K | Hold |
7,875
| – | – | 0.02% | 356 |
|
2022
Q1 | $455K | Hold |
7,875
| – | – | 0.02% | 354 |
|
2021
Q4 | $473K | Hold |
7,875
| – | – | 0.02% | 351 |
|
2021
Q3 | $435K | Hold |
7,875
| – | – | 0.02% | 355 |
|
2021
Q2 | $430K | Sell |
7,875
-125
| -2% | -$6.83K | 0.02% | 356 |
|
2021
Q1 | $404K | Hold |
8,000
| – | – | 0.02% | 358 |
|
2020
Q4 | $393K | Hold |
8,000
| – | – | 0.02% | 344 |
|
2020
Q3 | $364K | Hold |
8,000
| – | – | 0.02% | 337 |
|
2020
Q2 | $345K | Hold |
8,000
| – | – | 0.02% | 335 |
|
2020
Q1 | $300K | Sell |
8,000
-125
| -2% | -$4.69K | 0.02% | 330 |
|
2019
Q4 | $351K | Hold |
8,125
| – | – | 0.02% | 340 |
|
2019
Q3 | $307K | Hold |
8,125
| – | – | 0.02% | 360 |
|
2019
Q2 | $317K | Hold |
8,125
| – | – | 0.02% | 349 |
|
2019
Q1 | $315K | Hold |
8,125
| – | – | 0.02% | 342 |
|
2018
Q4 | $294K | Hold |
8,125
| – | – | 0.02% | 328 |
|
2018
Q3 | $330K | Hold |
8,125
| – | – | 0.02% | 317 |
|
2018
Q2 | $290K | Hold |
8,125
| – | – | 0.02% | 335 |
|
2018
Q1 | $280K | Hold |
8,125
| – | – | 0.02% | 341 |
|
2017
Q4 | $283K | Hold |
8,125
| – | – | 0.02% | 317 |
|
2017
Q3 | $279K | Hold |
8,125
| – | – | 0.03% | 315 |
|
2017
Q2 | $270K | Hold |
8,125
| – | – | 0.03% | 314 |
|
2017
Q1 | $253K | Buy |
8,125
+2,375
| +41% | +$74K | 0.03% | 318 |
|
2016
Q4 | $166K | Buy |
5,750
+4,250
| +283% | +$123K | 0.02% | 361 |
|
2016
Q3 | $45K | Hold |
1,500
| – | – | 0.01% | 540 |
|
2016
Q2 | $44K | Hold |
1,500
| – | – | 0.01% | 541 |
|
2016
Q1 | $42K | Hold |
1,500
| – | – | ﹤0.01% | 550 |
|
2015
Q4 | $45K | Hold |
1,500
| – | – | 0.01% | 531 |
|
2015
Q3 | $42K | Hold |
1,500
| – | – | 0.01% | 549 |
|
2015
Q2 | $48K | Hold |
1,500
| – | – | 0.01% | 546 |
|
2015
Q1 | $46K | Hold |
1,500
| – | – | 0.01% | 550 |
|
2014
Q4 | $43K | Hold |
1,500
| – | – | ﹤0.01% | 557 |
|
2014
Q3 | $40K | Sell |
1,500
-500
| -25% | -$13.3K | ﹤0.01% | 574 |
|
2014
Q2 | $51K | Sell |
2,000
-125
| -6% | -$3.19K | 0.01% | 545 |
|
2014
Q1 | $52K | Hold |
2,125
| – | – | 0.01% | 546 |
|
2013
Q4 | $50K | Hold |
2,125
| – | – | 0.01% | 539 |
|
2013
Q3 | $45K | Sell |
2,125
-125
| -6% | -$2.65K | 0.01% | 525 |
|
2013
Q2 | $45K | Buy |
+2,250
| New | +$45K | 0.01% | 519 |
|