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Bellwether Advisors’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $749K | Hold |
13,261
| – | – | 0.13% | 73 |
|
|
2025
Q1 | $807K | Sell |
13,261
-225
| -2% | -$13.7K | 0.17% | 69 |
|
|
2024
Q4 | $786K | Sell |
13,486
-261,247
| -95% | -$15.2M | 0.14% | 79 |
|
|
2024
Q3 | $17.9M | Sell |
274,733
-101,619
| -27% | -$6.61M | 3.43% | 6 |
|
|
2024
Q2 | $23.1M | Sell |
376,352
-189,583
| -33% | -$11.6M | 4.84% | 3 |
|
|
2024
Q1 | $35M | Buy |
565,935
+443,506
| +362% | +$27.5M | 7.7% | 2 |
|
|
2023
Q4 | $35M | Buy |
122,429
+27,449
| +29% | +$7.86M | 8.62% | 2 |
|
|
2023
Q3 | $25.7M | Buy |
+94,980
| New | +$25.7M | 6.98% | 3 |
|