EL
Essex LLC’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.96M | Buy |
34,778
+3,862
| +12% | +$218K | 0.39% | 54 |
|
|
2025
Q1 | $1.88M | Sell |
30,916
-167
| -0.5% | -$10.2K | 0.41% | 56 |
|
|
2024
Q4 | $1.81M | Sell |
31,083
-380
| -1% | -$22.1K | 0.38% | 59 |
|
|
2024
Q3 | $2.05M | Hold |
31,463
| – | – | 0.42% | 59 |
|
|
2024
Q2 | $1.93M | Sell |
31,463
-2,267
| -7% | -$139K | 0.43% | 57 |
|
|
2024
Q1 | $2.09M | Buy |
33,730
+26,904
| +394% | +$1.67M | 0.48% | 55 |
|
|
2023
Q4 | $1.95M | Sell |
6,826
-1,806
| -21% | -$517K | 0.49% | 56 |
|
|
2023
Q3 | $2.33M | Sell |
8,632
-2,278
| -21% | -$615K | 0.65% | 41 |
|
|
2023
Q2 | $3.06M | Sell |
10,910
-909
| -8% | -$255K | 0.85% | 37 |
|
|
2023
Q1 | $3.35M | Hold |
11,819
| – | – | 1.01% | 33 |
|
|
2022
Q4 | $3.35M | Sell |
11,819
-65
| -0.5% | -$18.4K | 1.01% | 33 |
|
|
2022
Q3 | $3.01M | Sell |
11,884
-171
| -1% | -$43.3K | 0.99% | 30 |
|
|
2022
Q2 | $3.24M | Sell |
12,055
-136
| -1% | -$36.6K | 1% | 30 |
|
|
2022
Q1 | $3.52M | Sell |
12,191
-190
| -2% | -$54.9K | 0.95% | 34 |
|
|
2021
Q4 | $3.72M | Sell |
12,381
-200
| -2% | -$60.1K | 0.99% | 30 |
|
|
2021
Q3 | $3.47M | Buy |
+12,581
| New | +$3.47M | 0.96% | 33 |
|