Caldwell Trust’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $154K | Sell |
2,720
-500
|
|
||||
|
2025
Q1 | $196K | Hold |
3,220
|
|
||||
|
2024
Q4 | $188K | Hold |
3,220
|
|
||||
|
2024
Q3 | $209K | Hold |
3,220
|
|
||||
|
2024
Q2 | $197K | Sell |
3,220
-670
|
|
||||
|
2024
Q1 | $241K | Sell |
3,890
-830
|
|
||||
|
2023
Q4 | $270K | Hold |
4,720
|
|
||||
|
2023
Q3 | $255K | Sell |
4,720
-75
|
|
||||
|
2023
Q2 | $269K | Hold |
4,795
|
|
||||
|
2023
Q1 | $262K | Hold |
4,795
|
|
||||
|
2022
Q4 | $272K | Sell |
4,795
-500
|
|
||||
|
2022
Q3 | $268K | Hold |
5,295
|
|
||||
|
2022
Q2 | $285K | Hold |
5,295
|
|
||||
|
2022
Q1 | $306K | Hold |
5,295
|
|
||||
|
2021
Q4 | $318K | Hold |
5,295
|
|
||||
|
2021
Q3 | $292K | Hold |
5,295
|
|
||||
|
2021
Q2 | $289K | Hold |
5,295
|
|
||||
|
2021
Q1 | $267K | Sell |
5,295
-2,975
|
|
||||
|
2020
Q4 | $407K | Buy |
8,270
+2,975
|
|
||||
|
2020
Q3 | $241K | Buy |
5,295
+1,325
|
|
||||
|
2020
Q2 | $171K | Hold |
3,970
|
|
||||
|
2020
Q1 | $149K | Hold |
3,970
|
|
||||
|
2019
Q4 | $171K | Buy |
+3,970
|
|