GeoWealth Management’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
-1
Closed -$49 1455
2024
Q4
$49 Hold
1
﹤0.01% 1779
2024
Q3
$54 Buy
+1
New +$54 ﹤0.01% 1677
2024
Q1
Sell
-14,550
Closed -$833K 879
2023
Q4
$833K Buy
+14,550
New +$833K 0.07% 238