Worth Financial Advisory Group’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 | $908K | Buy |
16,077
+395
| +3% | +$22.3K | 0.56% | 40 |
|
|
2025
Q1 | $955K | Buy |
15,682
+235
| +2% | +$14.3K | 0.61% | 38 |
|
|
2024
Q4 | $900K | Sell |
15,447
-1,104
| -7% | -$64.3K | 0.55% | 46 |
|
|
2024
Q3 | $1.08M | Buy |
16,551
+53
| +0.3% | +$3.45K | 0.63% | 37 |
|
|
2024
Q2 | $1.01M | Buy |
16,498
+776
| +5% | +$47.5K | 0.66% | 37 |
|
|
2024
Q1 | $973K | Sell |
15,722
-193
| -1% | -$11.9K | 0.67% | 37 |
|
|
2023
Q4 | $911K | Sell |
15,915
-335
| -2% | -$19.2K | 0.73% | 35 |
|
|
2023
Q3 | $878K | Buy |
16,250
+345
| +2% | +$18.6K | 0.79% | 30 |
|
|
2023
Q2 | $891K | Sell |
15,905
-1,455
| -8% | -$81.6K | 0.83% | 26 |
|
|
2023
Q1 | $948K | Buy |
17,360
+235
| +1% | +$12.8K | 0.91% | 24 |
|
|
2022
Q4 | $972K | Buy |
+17,125
| New | +$972K | 1.13% | 22 |
|