Axxcess 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
Q2 | $657K | Sell |
11,628
-250
| -2% | -$14.1K | 0.02% | 526 |
|
|
2025
Q1 | $723K | Buy |
11,878
+503
| +4% | +$30.6K | 0.02% | 469 |
|
|
2024
Q4 | $663K | Hold |
11,375
| – | – | 0.02% | 487 |
|
|
2024
Q3 | $739K | Hold |
11,375
| – | – | 0.02% | 463 |
|
|
2024
Q2 | $697K | Buy |
11,375
+675
| +6% | +$41.4K | 0.02% | 453 |
|
|
2024
Q1 | $662K | Buy |
+10,700
| New | +$662K | 0.02% | 469 |
|
|
2023
Q2 | – | Sell |
-4,180
| Closed | -$228K | – | 645 |
|
|
2023
Q1 | $228K | Buy |
+4,180
| New | +$228K | 0.02% | 548 |
|