Gerber Kawasaki Wealth & Investment 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
Q2 | $228K | Sell |
4,028
-140
| -3% | -$7.91K | 0.01% | 287 |
|
|
2025
Q1 | $254K | Buy |
4,168
+515
| +14% | +$31.4K | 0.01% | 269 |
|
|
2024
Q4 | $213K | Buy |
+3,653
| New | +$213K | 0.01% | 270 |
|
|
2022
Q2 | – | Sell |
-70,955
| Closed | -$840K | – | 254 |
|
|
2022
Q1 | $840K | Buy |
70,955
+990
| +1% | +$11.7K | 0.07% | 124 |
|
|
2021
Q4 | $1.16M | Buy |
69,965
+69,955
| +699,550% | +$1.16M | 0.09% | 99 |
|
|
2021
Q3 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 884 |
|