IWA
IBEX Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,294
| Closed | -$1.22M | – | 127 |
|
|
2022
Q4 | $1.22M | Sell |
4,294
-3,992
| -48% | -$1.13M | 0.28% | 84 |
|
|
2022
Q3 | $2.1M | Buy |
+8,286
| New | +$2.1M | 0.54% | 63 |
|
|
2022
Q2 | – | Sell |
-764
| Closed | -$221K | – | 169 |
|
|
2022
Q1 | $221K | Sell |
764
-50
| -6% | -$14.5K | 0.04% | 155 |
|
|
2021
Q4 | $244K | Sell |
814
-27
| -3% | -$8.09K | 0.04% | 162 |
|
|
2021
Q3 | $232K | Buy |
841
+1
| +0.1% | +$276 | 0.04% | 163 |
|
|
2021
Q2 | $229K | Buy |
+840
| New | +$229K | 0.05% | 165 |
|
|
2019
Q3 | – | Sell |
-1,054
| Closed | -$205K | – | 218 |
|
|
2019
Q2 | $205K | Buy |
+1,054
| New | +$205K | 0.06% | 131 |
|
|
2017
Q1 | – | Sell |
-1,049
| Closed | -$153K | – | 227 |
|
|
2016
Q4 | $153K | Buy |
+1,049
| New | +$153K | 0.07% | 122 |
|