AMG
Advisors Management Group’s iShares US Healthcare ETF IYH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $379K | Hold |
6,705
| – | – | 0.07% | 114 |
|
2025
Q1 | $408K | Hold |
6,705
| – | – | 0.09% | 110 |
|
2024
Q4 | $391K | Hold |
6,705
| – | – | 0.09% | 112 |
|
2024
Q3 | $436K | Hold |
6,705
| – | – | 0.1% | 105 |
|
2024
Q2 | $411K | Hold |
6,705
| – | – | 0.1% | 107 |
|
2024
Q1 | $415K | Buy |
6,705
+5,332
| +388% | +$330K | 0.1% | 109 |
|
2023
Q4 | $393K | Hold |
1,373
| – | – | 0.11% | 106 |
|
2023
Q3 | $371K | Sell |
1,373
-70
| -5% | -$18.9K | 0.11% | 105 |
|
2023
Q2 | $404K | Sell |
1,443
-171
| -11% | -$47.9K | 0.12% | 100 |
|
2023
Q1 | $441K | Hold |
1,614
| – | – | 0.14% | 93 |
|
2022
Q4 | $458K | Hold |
1,614
| – | – | 0.17% | 82 |
|
2022
Q3 | $408K | Hold |
1,614
| – | – | 0.16% | 86 |
|
2022
Q2 | $434K | Hold |
1,614
| – | – | 0.15% | 86 |
|
2022
Q1 | $466K | Hold |
1,614
| – | – | 0.16% | 80 |
|
2021
Q4 | $485K | Hold |
1,614
| – | – | 0.15% | 83 |
|
2021
Q3 | $445K | Sell |
1,614
-141
| -8% | -$38.9K | 0.14% | 84 |
|
2021
Q2 | $479K | Hold |
1,755
| – | – | 0.14% | 83 |
|
2021
Q1 | $443K | Hold |
1,755
| – | – | 0.14% | 84 |
|
2020
Q4 | $432K | Hold |
1,755
| – | – | 0.18% | 69 |
|
2020
Q3 | $399K | Hold |
1,755
| – | – | 0.17% | 69 |
|
2020
Q2 | $378K | Hold |
1,755
| – | – | 0.17% | 68 |
|
2020
Q1 | $330K | Sell |
1,755
-327
| -16% | -$61.5K | 0.16% | 69 |
|
2019
Q4 | $449K | Hold |
2,082
| – | – | 0.18% | 65 |
|
2019
Q3 | $394K | Hold |
2,082
| – | – | 0.16% | 68 |
|
2019
Q2 | $407K | Hold |
2,082
| – | – | 0.18% | 67 |
|
2019
Q1 | $403K | Sell |
2,082
-217
| -9% | -$42K | 0.18% | 65 |
|
2018
Q4 | $416K | Sell |
2,299
-100
| -4% | -$18.1K | 0.22% | 58 |
|
2018
Q3 | $487K | Hold |
2,399
| – | – | 0.22% | 62 |
|
2018
Q2 | $427K | Hold |
2,399
| – | – | 0.2% | 64 |
|
2018
Q1 | $411K | Sell |
2,399
-160
| -6% | -$27.4K | 0.21% | 61 |
|
2017
Q4 | $446K | Hold |
2,559
| – | – | 0.23% | 58 |
|
2017
Q3 | $440K | Hold |
2,559
| – | – | 0.23% | 55 |
|
2017
Q2 | $425K | Hold |
2,559
| – | – | 0.23% | 55 |
|
2017
Q1 | $398K | Buy |
2,559
+325
| +15% | +$50.5K | 0.25% | 53 |
|
2016
Q4 | $322K | Hold |
2,234
| – | – | 0.22% | 58 |
|
2016
Q3 | $336K | Hold |
2,234
| – | – | 0.22% | 54 |
|
2016
Q2 | $331K | Hold |
2,234
| – | – | 0.23% | 55 |
|
2016
Q1 | $314K | Hold |
2,234
| – | – | 0.23% | 54 |
|
2015
Q4 | $335K | Buy |
+2,234
| New | +$335K | 0.27% | 52 |
|