IFWM
Institute for Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-120
| Closed | -$26K | – | 544 |
|
|
2019
Q4 | $26K | Buy |
+120
| New | +$26K | 0.01% | 546 |
|
|
2014
Q4 | – | Sell |
-59
| Closed | -$8K | – | 41 |
|
|
2014
Q3 | $8K | Hold |
59
| – | – | 0.01% | 51 |
|
|
2014
Q2 | $8K | Sell |
59
-17,927
| -100% | -$2.43M | 0.01% | 49 |
|
|
2014
Q1 | $2.21M | Buy |
17,986
+1,368
| +8% | +$168K | 1.9% | 20 |
|
|
2013
Q4 | $1.94M | Sell |
16,618
-28,751
| -63% | -$3.35M | 1.39% | 25 |
|
|
2013
Q3 | $4.85M | Buy |
45,369
+25,529
| +129% | +$2.73M | 3.34% | 12 |
|
|
2013
Q2 | $1.99M | Buy |
+19,840
| New | +$1.99M | 1.6% | 26 |
|