EverSource Wealth 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 | $42.2K | Sell |
748
-588
| -44% | -$33.2K | ﹤0.01% | 1722 |
|
|
2025
Q1 | $81.4K | Buy |
1,336
+501
| +60% | +$30.5K | ﹤0.01% | 992 |
|
|
2024
Q4 | $48.7K | Hold |
835
| – | – | ﹤0.01% | 1200 |
|
|
2024
Q3 | $54.3K | Hold |
835
| – | – | ﹤0.01% | 1035 |
|
|
2024
Q2 | $52.5K | Hold |
835
| – | – | ﹤0.01% | 1064 |
|
|
2024
Q1 | $49.1K | Hold |
835
| – | – | ﹤0.01% | 988 |
|
|
2023
Q4 | $47.8K | Hold |
835
| – | – | ﹤0.01% | 918 |
|
|
2023
Q3 | $45.1K | Sell |
835
-70
| -8% | -$3.78K | ﹤0.01% | 851 |
|
|
2023
Q2 | $50.7K | Sell |
905
-965
| -52% | -$54.1K | 0.01% | 829 |
|
|
2023
Q1 | $102K | Hold |
1,870
| – | – | 0.01% | 543 |
|
|
2022
Q4 | $106K | Buy |
1,870
+965
| +107% | +$54.8K | 0.02% | 490 |
|
|
2022
Q3 | $46K | Buy |
+905
| New | +$46K | 0.01% | 657 |
|
|
2022
Q2 | – | Sell |
-95
| Closed | -$5K | – | 1800 |
|
|
2022
Q1 | $5K | Sell |
95
-10
| -10% | -$526 | ﹤0.01% | 1256 |
|
|
2021
Q4 | $6K | Buy |
+105
| New | +$6K | ﹤0.01% | 1183 |
|