Bartlett & Co Wealth Management’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 | $881K | Sell |
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|
2025
Q2 | $882K | Sell |
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|
2025
Q1 | $973K | Sell |
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|
2024
Q4 | $945K | Sell |
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|
2024
Q3 | $1.06M | Hold |
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|
2024
Q2 | $1M | Sell |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $981K | Buy |
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|
2023
Q3 | $890K | Hold |
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|
2023
Q2 | $920K | Sell |
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|
2023
Q1 | $946K | Sell |
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|
2022
Q4 | $1.03M | Hold |
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|
2022
Q3 | $921K | Hold |
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|
2022
Q2 | $979K | Hold |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $926K | Hold |
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|
2021
Q2 | $915K | Buy |
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|
2021
Q1 | $796K | Hold |
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|
2020
Q4 | $776K | Buy |
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|
2020
Q3 | $641K | Buy |
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|
2020
Q2 | $194K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $190K | Sell |
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|
2019
Q1 | $199K | Hold |
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|
2018
Q4 | $187K | Buy |
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|
2018
Q3 | $153K | Buy |
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|
2018
Q2 | $53.6K | Buy |
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