Carson Wealth (CWM LLC)’s iShares US Healthcare Providers ETF IHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
4,886
+1
| +0% | +$49 | ﹤0.01% | 2021 |
|
|
2025
Q1 | $258K | Buy |
4,885
+2
| +0% | +$106 | ﹤0.01% | 1760 |
|
|
2024
Q4 | $234K | Buy |
4,883
+2
| +0% | +$96 | ﹤0.01% | 1724 |
|
|
2024
Q3 | $279K | Sell |
4,881
-82
| -2% | -$4.69K | ﹤0.01% | 1586 |
|
|
2024
Q2 | $260K | Buy |
4,963
+86
| +2% | +$4.51K | ﹤0.01% | 1453 |
|
|
2024
Q1 | $266K | Buy |
4,877
+2
| +0% | +$109 | ﹤0.01% | 1383 |
|
|
2023
Q4 | $256K | Sell |
4,875
-50
| -1% | -$2.63K | ﹤0.01% | 1306 |
|
|
2023
Q3 | $242K | Hold |
4,925
| – | – | ﹤0.01% | 1230 |
|
|
2023
Q2 | $252K | Hold |
4,925
| – | – | ﹤0.01% | 1172 |
|
|
2023
Q1 | $244K | Hold |
4,925
| – | – | ﹤0.01% | 1123 |
|
|
2022
Q4 | $264K | Hold |
4,925
| – | – | ﹤0.01% | 998 |
|
|
2022
Q3 | $252K | Hold |
4,925
| – | – | ﹤0.01% | 963 |
|
|
2022
Q2 | $252K | Hold |
4,925
| – | – | ﹤0.01% | 951 |
|
|
2022
Q1 | $279K | Hold |
4,925
| – | – | ﹤0.01% | 908 |
|
|
2021
Q4 | $286K | Buy |
+4,925
| New | +$286K | ﹤0.01% | 891 |
|
|
2021
Q2 | $268K | Hold |
5,030
| – | – | ﹤0.01% | 810 |
|
|
2021
Q1 | $268K | Hold |
5,030
| – | – | ﹤0.01% | 810 |
|
|
2020
Q4 | $268K | Hold |
5,030
| – | – | ﹤0.01% | 810 |
|
|
2020
Q3 | $268K | Hold |
5,030
| – | – | ﹤0.01% | 810 |
|
|
2020
Q2 | $268K | Hold |
5,030
| – | – | ﹤0.01% | 810 |
|
|
2020
Q1 | $268K | Hold |
5,030
| – | – | ﹤0.01% | 810 |
|
|
2019
Q4 | $268K | Hold |
5,030
| – | – | ﹤0.01% | 810 |
|
|
2019
Q3 | $268K | Hold |
5,030
| – | – | ﹤0.01% | 810 |
|
|
2019
Q2 | $268K | Hold |
5,030
| – | – | ﹤0.01% | 810 |
|
|
2019
Q1 | $268K | Buy |
5,030
+155
| +3% | +$8.26K | ﹤0.01% | 810 |
|
|
2018
Q4 | $161K | Buy |
4,875
+805
| +20% | +$26.6K | ﹤0.01% | 642 |
|
|
2018
Q3 | $163K | Buy |
4,070
+2,770
| +213% | +$111K | ﹤0.01% | 547 |
|
|
2018
Q2 | $46K | Hold |
1,300
| – | – | ﹤0.01% | 645 |
|
|
2018
Q1 | $41K | Hold |
1,300
| – | – | ﹤0.01% | 589 |
|
|
2017
Q4 | $41K | Hold |
1,300
| – | – | ﹤0.01% | 565 |
|
|
2017
Q3 | $38K | Hold |
1,300
| – | – | ﹤0.01% | 569 |
|
|
2017
Q2 | $39K | Hold |
1,300
| – | – | ﹤0.01% | 510 |
|
|
2017
Q1 | $35K | Hold |
1,300
| – | – | ﹤0.01% | 514 |
|
|
2016
Q4 | $33K | Hold |
1,300
| – | – | ﹤0.01% | 503 |
|
|
2016
Q3 | $32K | Sell |
1,300
-500
| -28% | -$12.3K | ﹤0.01% | 487 |
|
|
2016
Q2 | $46K | Buy |
1,800
+500
| +38% | +$12.8K | ﹤0.01% | 379 |
|
|
2016
Q1 | $32K | Buy |
+1,300
| New | +$32K | ﹤0.01% | 391 |
|