BWM
BigSur 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 | $226K | Hold |
4,000
| – | – | 0.06% | 143 |
|
|
2025
Q1 | $244K | Hold |
4,000
| – | – | 0.07% | 138 |
|
|
2024
Q4 | $233K | Hold |
4,000
| – | – | 0.07% | 138 |
|
|
2024
Q3 | $260K | Buy |
4,000
+2,000
| +100% | +$130K | 0.07% | 134 |
|
|
2024
Q2 | $123K | Hold |
2,000
| – | – | 0.04% | 146 |
|
|
2024
Q1 | $124K | Buy |
2,000
+1,600
| +400% | +$99K | 0.04% | 141 |
|
|
2023
Q4 | $114K | Buy |
+400
| New | +$114K | 0.05% | 110 |
|