JFS Wealth 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 | $224K | Buy |
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|
2025
Q2 | $9.6K | Sell |
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|
2025
Q1 | $20.7K | Hold |
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|
2024
Q4 | $19.8K | Hold |
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|
2024
Q3 | $22.1K | Hold |
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|
2024
Q2 | $20.8K | Hold |
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|
2024
Q1 | $21K | Hold |
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|
2023
Q4 | $19.5K | Hold |
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|
2023
Q3 | $18.4K | Hold |
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|
2023
Q2 | $19.1K | Hold |
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|
2023
Q1 | $18.6K | Hold |
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|
2022
Q4 | $19.3K | Sell |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $248K | Buy |
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|
2022
Q1 | $215K | Hold |
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|
2021
Q4 | $223K | Sell |
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|
2021
Q3 | $462K | Buy |
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