Fortis Group Advisors’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-170
| Closed | -$9.91K | – | 512 |
|
2024
Q4 | $9.91K | Hold |
170
| – | – | ﹤0.01% | 308 |
|
2024
Q3 | $11.1K | Hold |
170
| – | – | ﹤0.01% | 294 |
|
2024
Q2 | $10.4K | Hold |
170
| – | – | ﹤0.01% | 296 |
|
2024
Q1 | $10.5K | Sell |
170
-170
| -50% | -$10.5K | ﹤0.01% | 314 |
|
2023
Q4 | $19.5K | Buy |
340
+170
| +100% | +$9.73K | ﹤0.01% | 240 |
|
2023
Q3 | $9.18K | Buy |
+170
| New | +$9.18K | ﹤0.01% | 236 |
|
2020
Q3 | $15K | Buy |
+340
| New | +$15K | ﹤0.01% | 260 |
|