AWM
Avior Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-239
| Closed | -$13.9K | – | 1552 |
|
|
2024
Q4 | $13.9K | Buy |
239
+1
| +0.4% | +$58 | ﹤0.01% | 1520 |
|
|
2024
Q3 | $15.5K | Sell |
238
-798
| -77% | -$52K | ﹤0.01% | 1428 |
|
|
2024
Q2 | $63.5K | Sell |
1,036
-476
| -31% | -$29.2K | ﹤0.01% | 1005 |
|
|
2024
Q1 | $93.6K | Buy |
1,512
+1,465
| +3,117% | +$90.7K | ﹤0.01% | 994 |
|
|
2023
Q4 | $13.6K | Sell |
47
-22
| -32% | -$6.35K | ﹤0.01% | 944 |
|
|
2023
Q3 | $18.6K | Sell |
69
-111
| -62% | -$30K | ﹤0.01% | 951 |
|
|
2023
Q2 | $50.5K | Sell |
180
-10
| -5% | -$2.8K | ﹤0.01% | 758 |
|
|
2023
Q1 | $52.1K | Buy |
190
+118
| +164% | +$32.4K | ﹤0.01% | 758 |
|
|
2022
Q4 | $20.7K | Sell |
72
-18
| -20% | -$5.18K | ﹤0.01% | 751 |
|
|
2022
Q3 | $22K | Buy |
90
+44
| +96% | +$10.8K | ﹤0.01% | 727 |
|
|
2022
Q2 | $12K | Hold |
46
| – | – | ﹤0.01% | 744 |
|
|
2022
Q1 | $13K | Hold |
46
| – | – | ﹤0.01% | 793 |
|
|
2021
Q4 | $13K | Buy |
46
+1
| +2% | +$283 | ﹤0.01% | 774 |
|
|
2021
Q3 | $12K | Sell |
45
-1
| -2% | -$267 | ﹤0.01% | 743 |
|
|
2021
Q2 | $12K | Hold |
46
| – | – | ﹤0.01% | 726 |
|
|
2021
Q1 | $11K | Buy |
46
+1
| +2% | +$239 | ﹤0.01% | 746 |
|
|
2020
Q4 | $11K | Hold |
45
| – | – | ﹤0.01% | 700 |
|
|
2020
Q3 | $10K | Hold |
45
| – | – | ﹤0.01% | 687 |
|
|
2020
Q2 | $9K | Hold |
45
| – | – | ﹤0.01% | 677 |
|
|
2020
Q1 | $8K | Hold |
45
| – | – | ﹤0.01% | 600 |
|
|
2019
Q4 | $9K | Buy |
45
+1
| +2% | +$200 | ﹤0.01% | 608 |
|
|
2019
Q3 | $8K | Sell |
44
-1
| -2% | -$182 | ﹤0.01% | 597 |
|
|
2019
Q2 | $9K | Buy |
45
+1
| +2% | +$200 | ﹤0.01% | 608 |
|
|
2019
Q1 | $8K | Hold |
44
| – | – | ﹤0.01% | 546 |
|
|
2018
Q4 | $8K | Hold |
44
| – | – | ﹤0.01% | 585 |
|
|
2018
Q3 | $9K | Hold |
44
| – | – | ﹤0.01% | 587 |
|
|
2018
Q2 | $8K | Hold |
44
| – | – | ﹤0.01% | 607 |
|
|
2018
Q1 | $8K | Hold |
44
| – | – | ﹤0.01% | 603 |
|
|
2017
Q4 | $8K | Hold |
44
| – | – | ﹤0.01% | 616 |
|
|
2017
Q3 | $7K | Buy |
44
+1
| +2% | +$159 | ﹤0.01% | 367 |
|
|
2017
Q2 | $7K | Hold |
43
| – | – | ﹤0.01% | 344 |
|
|
2017
Q1 | $7K | Hold |
43
| – | – | ﹤0.01% | 386 |
|
|
2016
Q4 | $6K | Sell |
43
-40
| -48% | -$5.58K | ﹤0.01% | 374 |
|
|
2016
Q3 | $12K | Sell |
83
-102
| -55% | -$14.7K | ﹤0.01% | 326 |
|
|
2016
Q2 | $28K | Hold |
185
| – | – | 0.01% | 253 |
|
|
2016
Q1 | $26K | Buy |
185
+84
| +83% | +$11.8K | 0.01% | 257 |
|
|
2015
Q4 | $15K | Buy |
101
+1
| +1% | +$149 | 0.01% | 283 |
|
|
2015
Q3 | $14K | Hold |
100
| – | – | 0.01% | 264 |
|
|
2015
Q2 | $16K | Buy |
+100
| New | +$16K | 0.01% | 231 |
|