HWA
HHM 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 | $50.3K | Hold |
890
| – | – | 0.01% | 374 |
|
|
2025
Q1 | $54.2K | Hold |
890
| – | – | 0.01% | 344 |
|
|
2024
Q4 | $51.9K | Hold |
890
| – | – | 0.01% | 343 |
|
|
2024
Q3 | $57.9K | Hold |
890
| – | – | 0.01% | 317 |
|
|
2024
Q2 | $54.5K | Hold |
890
| – | – | 0.01% | 327 |
|
|
2024
Q1 | $55.1K | Buy |
890
+712
| +400% | +$44.1K | 0.01% | 281 |
|
|
2023
Q4 | $51K | Hold |
178
| – | – | 0.01% | 279 |
|
|
2023
Q3 | $48.1K | Hold |
178
| – | – | 0.01% | 274 |
|
|
2023
Q2 | $49.9K | Hold |
178
| – | – | 0.01% | 279 |
|
|
2023
Q1 | $48.6K | Hold |
178
| – | – | 0.01% | 283 |
|
|
2022
Q4 | $50.5K | Hold |
178
| – | – | 0.01% | 242 |
|
|
2022
Q3 | $45K | Hold |
178
| – | – | 0.01% | 247 |
|
|
2022
Q2 | $48K | Hold |
178
| – | – | 0.01% | 284 |
|
|
2022
Q1 | $51K | Hold |
178
| – | – | 0.01% | 305 |
|
|
2021
Q4 | $53K | Hold |
178
| – | – | 0.01% | 301 |
|
|
2021
Q3 | $49K | Hold |
178
| – | – | 0.01% | 303 |
|
|
2021
Q2 | $49K | Hold |
178
| – | – | 0.01% | 300 |
|
|
2021
Q1 | $45K | Hold |
178
| – | – | 0.01% | 292 |
|
|
2020
Q4 | $44K | Hold |
178
| – | – | 0.02% | 275 |
|
|
2020
Q3 | $40K | Buy |
+178
| New | +$40K | 0.02% | 247 |
|