Geneos Wealth 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 | $738K | Buy |
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|
2025
Q2 | $709K | Sell |
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|
2025
Q1 | $1.41M | Buy |
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|
2024
Q4 | $490K | Buy |
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|
2024
Q3 | $540K | Sell |
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|
2024
Q2 | $540K | Buy |
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|
2024
Q1 | $537K | Sell |
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|
2023
Q4 | $516K | Sell |
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|
2023
Q3 | $519K | Buy |
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|
2023
Q2 | $451K | Buy |
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|
2023
Q1 | $398K | Buy |
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|
2022
Q4 | $381K | Hold |
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|
2022
Q3 | $339K | Sell |
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|
2022
Q2 | $740K | Hold |
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|
2022
Q1 | $785K | Sell |
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|
2021
Q4 | $863K | Sell |
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|
2021
Q3 | $839K | Hold |
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|
2021
Q2 | $844K | Sell |
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|
2021
Q1 | $806K | Sell |
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|
2020
Q4 | $857K | Sell |
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|
2020
Q3 | $1.04M | Sell |
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|
2020
Q2 | $1.29M | Sell |
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|
2020
Q1 | $1.2M | Sell |
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|
2019
Q4 | $1.5M | Sell |
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|
2019
Q3 | $1.3M | Sell |
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|
2019
Q2 | $1.55M | Sell |
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|
2019
Q1 | $3.37M | Sell |
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|
2018
Q4 | $5.54M | Buy |
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|
2018
Q3 | $4.6M | Buy |
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|
2018
Q2 | $916K | Sell |
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|
2018
Q1 | $1M | Sell |
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|
2017
Q4 | $1.09M | Buy |
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|
2017
Q3 | $820K | Sell |
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|
2017
Q2 | $833K | Sell |
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|
2017
Q1 | $824K | Sell |
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|
2016
Q4 | $793K | Sell |
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|
2016
Q3 | $878K | Sell |
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|
2016
Q2 | $887K | Sell |
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|
2016
Q1 | $880K | Buy |
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