FSA
Fort Sheridan 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 | $243K | Hold |
4,310
| – | – | 0.03% | 222 |
|
|
2025
Q1 | $262K | Sell |
4,310
-375
| -8% | -$22.8K | 0.04% | 209 |
|
|
2024
Q4 | $273K | Sell |
4,685
-125
| -3% | -$7.28K | 0.04% | 212 |
|
|
2024
Q3 | $313K | Hold |
4,810
| – | – | 0.05% | 198 |
|
|
2024
Q2 | $295K | Buy |
4,810
+1,000
| +26% | +$61.3K | 0.05% | 191 |
|
|
2024
Q1 | $236K | Buy |
3,810
+3,048
| +400% | +$189K | 0.04% | 179 |
|
|
2023
Q4 | $218K | Sell |
762
-594
| -44% | -$170K | 0.04% | 181 |
|
|
2023
Q3 | $366K | Hold |
1,356
| – | – | 0.08% | 137 |
|
|
2023
Q2 | $380K | Hold |
1,356
| – | – | 0.09% | 136 |
|
|
2023
Q1 | $370K | Hold |
1,356
| – | – | 0.09% | 137 |
|
|
2022
Q4 | $385K | Hold |
1,356
| – | – | 0.13% | 120 |
|
|
2022
Q3 | $343K | Buy |
+1,356
| New | +$343K | 0.12% | 124 |
|