EWM
Evermay Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.6K | Hold |
330
| – | – | ﹤0.01% | 393 |
|
|
2025
Q1 | $20.1K | Hold |
330
| – | – | ﹤0.01% | 387 |
|
|
2024
Q4 | $19.2K | Hold |
330
| – | – | ﹤0.01% | 385 |
|
|
2024
Q3 | $21.5K | Hold |
330
| – | – | ﹤0.01% | 393 |
|
|
2024
Q2 | $20.2K | Hold |
330
| – | – | ﹤0.01% | 405 |
|
|
2024
Q1 | $20.4K | Buy |
330
+264
| +400% | +$16.3K | ﹤0.01% | 414 |
|
|
2023
Q4 | $18.9K | Hold |
66
| – | – | ﹤0.01% | 396 |
|
|
2023
Q3 | $17.9K | Hold |
66
| – | – | ﹤0.01% | 384 |
|
|
2023
Q2 | $18.5K | Hold |
66
| – | – | ﹤0.01% | 384 |
|
|
2023
Q1 | $18K | Hold |
66
| – | – | ﹤0.01% | 372 |
|
|
2022
Q4 | $18.7K | Hold |
66
| – | – | ﹤0.01% | 370 |
|
|
2022
Q3 | $17K | Hold |
66
| – | – | ﹤0.01% | 355 |
|
|
2022
Q2 | $18K | Hold |
66
| – | – | ﹤0.01% | 351 |
|
|
2022
Q1 | $19K | Hold |
66
| – | – | ﹤0.01% | 369 |
|
|
2021
Q4 | $20K | Hold |
66
| – | – | ﹤0.01% | 358 |
|
|
2021
Q3 | $18K | Hold |
66
| – | – | ﹤0.01% | 345 |
|
|
2021
Q2 | $18K | Buy |
+66
| New | +$18K | ﹤0.01% | 363 |
|