Badgley Phelps Wealth Managers’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 | $284K | Hold |
5,026
| – | – | 0.01% | 265 |
|
|
2025
Q1 | $306K | Hold |
5,026
| – | – | 0.01% | 253 |
|
|
2024
Q4 | $293K | Hold |
5,026
| – | – | 0.01% | 260 |
|
|
2024
Q3 | $327K | Hold |
5,026
| – | – | 0.01% | 239 |
|
|
2024
Q2 | $308K | Hold |
5,026
| – | – | 0.01% | 220 |
|
|
2024
Q1 | $311K | Sell |
5,026
-849
| -14% | -$52.6K | 0.01% | 216 |
|
|
2023
Q4 | $336K | Hold |
5,875
| – | – | 0.01% | 207 |
|
|
2023
Q3 | $317K | Hold |
5,875
| – | – | 0.01% | 193 |
|
|
2023
Q2 | $329K | Hold |
5,875
| – | – | 0.01% | 199 |
|
|
2023
Q1 | $321K | Hold |
5,875
| – | – | 0.01% | 175 |
|
|
2022
Q4 | $333K | Hold |
5,875
| – | – | 0.01% | 170 |
|
|
2022
Q3 | $297K | Hold |
5,875
| – | – | 0.01% | 164 |
|
|
2022
Q2 | $316K | Hold |
5,875
| – | – | 0.01% | 167 |
|
|
2022
Q1 | $339K | Hold |
5,875
| – | – | 0.01% | 172 |
|
|
2021
Q4 | $353K | Hold |
5,875
| – | – | 0.01% | 175 |
|
|
2021
Q3 | $324K | Buy |
+5,875
| New | +$324K | 0.01% | 177 |
|