EP Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $530K | Buy |
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|
2025
Q1 | $532K | Sell |
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|
2024
Q4 | $564K | Sell |
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|
2024
Q3 | $668K | Sell |
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|
2024
Q2 | $708K | Sell |
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|
2024
Q1 | $1.65M | Sell |
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|
2023
Q4 | $8.23M | Buy |
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|
2023
Q3 | $794K | Sell |
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|
2023
Q2 | $552K | Buy |
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|
2023
Q1 | $322K | Buy |
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|
2022
Q4 | $609K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $161K | Sell |
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|
2022
Q1 | $193K | Buy |
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