FMWA
Forvis Mazars 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 | $311K | Sell |
5,500
-125
| -2% | -$7.06K | 0.01% | 348 |
|
|
2025
Q1 | $343K | Hold |
5,625
| – | – | 0.01% | 335 |
|
|
2024
Q4 | $328K | Hold |
5,625
| – | – | 0.01% | 365 |
|
|
2024
Q3 | $366K | Hold |
5,625
| – | – | 0.01% | 354 |
|
|
2024
Q2 | $345K | Hold |
5,625
| – | – | 0.01% | 335 |
|
|
2024
Q1 | $348K | Buy |
5,625
+4,500
| +400% | +$279K | 0.01% | 331 |
|
|
2023
Q4 | $322K | Hold |
1,125
| – | – | 0.01% | 330 |
|
|
2023
Q3 | $304K | Hold |
1,125
| – | – | 0.01% | 330 |
|
|
2023
Q2 | $315K | Hold |
1,125
| – | – | 0.01% | 353 |
|
|
2023
Q1 | $307K | Hold |
1,125
| – | – | 0.01% | 329 |
|
|
2022
Q4 | $319K | Hold |
1,125
| – | – | 0.01% | 315 |
|
|
2022
Q3 | $285K | Hold |
1,125
| – | – | 0.01% | 324 |
|
|
2022
Q2 | $303K | Hold |
1,125
| – | – | 0.01% | 319 |
|
|
2022
Q1 | $325K | Hold |
1,125
| – | – | 0.01% | 232 |
|
|
2021
Q4 | $338K | Hold |
1,125
| – | – | 0.01% | 215 |
|
|
2021
Q3 | $310K | Buy |
1,125
+25
| +2% | +$6.89K | 0.01% | 218 |
|
|
2021
Q2 | $300K | Hold |
1,100
| – | – | 0.01% | 220 |
|
|
2021
Q1 | $278K | Hold |
1,100
| – | – | 0.01% | 233 |
|
|
2020
Q4 | $271K | Hold |
1,100
| – | – | 0.01% | 302 |
|
|
2020
Q3 | $250K | Hold |
1,100
| – | – | 0.01% | 275 |
|
|
2020
Q2 | $237K | Hold |
1,100
| – | – | 0.02% | 276 |
|
|
2020
Q1 | $207K | Hold |
1,100
| – | – | 0.02% | 268 |
|
|
2019
Q4 | $237K | Hold |
1,100
| – | – | 0.02% | 262 |
|
|
2019
Q3 | $208K | Hold |
1,100
| – | – | 0.02% | 249 |
|
|
2019
Q2 | $215K | Hold |
1,100
| – | – | 0.02% | 244 |
|
|
2019
Q1 | $213K | Sell |
1,100
-527
| -32% | -$102K | 0.02% | 242 |
|
|
2018
Q4 | $294K | Hold |
1,627
| – | – | 0.03% | 180 |
|
|
2018
Q3 | $330K | Hold |
1,627
| – | – | 0.03% | 185 |
|
|
2018
Q2 | $290K | Buy |
+1,627
| New | +$290K | 0.03% | 199 |
|