Concurrent Investment 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 | $636K | Sell |
11,267
-3,978
| -26% | -$225K | 0.01% | 756 |
|
|
2025
Q1 | $928K | Buy |
15,245
+10,209
| +203% | +$622K | 0.02% | 562 |
|
|
2024
Q4 | $293K | Sell |
5,036
-410
| -8% | -$23.9K | 0.01% | 826 |
|
|
2024
Q3 | $354K | Buy |
5,446
+186
| +4% | +$12.1K | 0.01% | 718 |
|
|
2024
Q2 | $322K | Sell |
5,260
-1,399
| -21% | -$85.7K | 0.01% | 707 |
|
|
2024
Q1 | $412K | Buy |
6,659
+319
| +5% | +$19.7K | 0.02% | 593 |
|
|
2023
Q4 | $363K | Buy |
+6,340
| New | +$363K | 0.02% | 581 |
|