EverSource 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
Q3 | $42.6K | Sell |
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|
2025
Q2 | $42.2K | Sell |
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|
2025
Q1 | $81.4K | Buy |
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|
2024
Q4 | $48.7K | Hold |
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|
2024
Q3 | $54.3K | Hold |
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|
2024
Q2 | $52.5K | Hold |
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|
2024
Q1 | $49.1K | Hold |
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|
2023
Q4 | $47.8K | Hold |
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|
2023
Q3 | $45.1K | Sell |
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|
2023
Q2 | $50.7K | Sell |
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|
2023
Q1 | $102K | Hold |
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|
2022
Q4 | $106K | Buy |
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|
2022
Q3 | $46K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $5K | Sell |
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|
2021
Q4 | $6K | Buy |
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