Badgley Phelps Wealth Managers’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $295K | Hold |
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|
2025
Q2 | $284K | Hold |
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|
2025
Q1 | $306K | Hold |
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|
2024
Q4 | $293K | Hold |
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|
2024
Q3 | $327K | Hold |
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|
2024
Q2 | $308K | Hold |
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|
2024
Q1 | $311K | Sell |
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|
2023
Q4 | $336K | Hold |
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|
2023
Q3 | $317K | Hold |
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|
2023
Q2 | $329K | Hold |
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|
2023
Q1 | $321K | Hold |
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|
2022
Q4 | $333K | Hold |
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|
2022
Q3 | $297K | Hold |
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|
2022
Q2 | $316K | Hold |
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|
2022
Q1 | $339K | Hold |
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|
2021
Q4 | $353K | Hold |
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|
2021
Q3 | $324K | Buy |
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