J.W. Cole Advisors’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.35M | Buy |
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|
2025
Q2 | $2.22M | Buy |
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|
2025
Q1 | $690K | Sell |
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|
2024
Q4 | $1.55M | Sell |
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|
2024
Q3 | $1.97M | Buy |
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|
2024
Q2 | $1.66M | Buy |
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|
2024
Q1 | $1.6M | Buy |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $244K | Sell |
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|
2023
Q2 | $350K | Sell |
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|
2023
Q1 | $1.58M | Buy |
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|
2022
Q4 | $354K | Buy |
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|
2022
Q3 | $311K | Sell |
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|
2022
Q2 | $336K | Buy |
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|
2022
Q1 | $261K | Sell |
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|
2021
Q4 | $740K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.03M | Buy |
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|
2021
Q1 | $938K | Buy |
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|
2020
Q4 | $345K | Sell |
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|
2020
Q3 | $562K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $325K | Buy |
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