Family Management’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 | $44K | Hold |
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|
2025
Q2 | $42.4K | Hold |
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|
2025
Q1 | $45.7K | Hold |
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|
2024
Q4 | $43.7K | Hold |
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|
2024
Q3 | $48.8K | Hold |
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|
2024
Q2 | $46K | Hold |
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|
2024
Q1 | $46.4K | Hold |
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|
2023
Q4 | $42.9K | Hold |
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|
2023
Q3 | $40.5K | Hold |
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|
2023
Q2 | $42K | Hold |
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|
2023
Q1 | $41K | Hold |
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|
2022
Q4 | $42.6K | Hold |
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|
2022
Q3 | $38K | Hold |
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|
2022
Q2 | $40K | Hold |
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|
2022
Q1 | $43K | Hold |
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|
2021
Q4 | $45K | Hold |
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|
2021
Q3 | $41K | Hold |
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|
2021
Q2 | $41K | Hold |
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|
2021
Q1 | $38K | Sell |
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|
2020
Q4 | $264K | Hold |
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|
2020
Q3 | $244K | Sell |
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|
2020
Q2 | $309K | Hold |
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|
2020
Q1 | $269K | Hold |
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|
2019
Q4 | $309K | Hold |
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|
2019
Q3 | $271K | Hold |
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|
2019
Q2 | $280K | Hold |
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|
2019
Q1 | $278K | Hold |
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|
2018
Q4 | $259K | Buy |
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