EPG Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.24K | Hold |
75
| – | – | ﹤0.01% | 291 |
|
|
2025
Q1 | $4.57K | Hold |
75
| – | – | ﹤0.01% | 384 |
|
|
2024
Q4 | $4.37K | Hold |
75
| – | – | ﹤0.01% | 399 |
|
|
2024
Q3 | $4.88K | Buy |
+75
| New | +$4.88K | ﹤0.01% | 395 |
|
|
2024
Q2 | – | Sell |
-275
| Closed | -$17K | – | 376 |
|
|
2024
Q1 | $17K | Hold |
275
| – | – | ﹤0.01% | 369 |
|
|
2023
Q4 | $16.5K | Hold |
275
| – | – | ﹤0.01% | 353 |
|
|
2023
Q3 | $14.9K | Hold |
275
| – | – | ﹤0.01% | 349 |
|
|
2023
Q2 | $15.4K | Hold |
275
| – | – | ﹤0.01% | 338 |
|
|
2023
Q1 | $15K | Hold |
275
| – | – | ﹤0.01% | 346 |
|
|
2022
Q4 | $15.6K | Buy |
275
+200
| +267% | +$11.3K | 0.01% | 313 |
|
|
2022
Q3 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 360 |
|
|
2022
Q1 | – | Sell |
-75
| Closed | -$5K | – | 419 |
|
|
2021
Q4 | $5K | Hold |
75
| – | – | ﹤0.01% | 376 |
|
|
2021
Q3 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 355 |
|
|
2020
Q2 | – | Sell |
-75
| Closed | -$3K | – | 470 |
|
|
2020
Q1 | $3K | Hold |
75
| – | – | ﹤0.01% | 660 |
|
|
2019
Q4 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 573 |
|