JFS Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.6K | Sell |
170
-170
| -50% | -$9.6K | ﹤0.01% | 876 |
|
|
2025
Q1 | $20.7K | Hold |
340
| – | – | ﹤0.01% | 649 |
|
|
2024
Q4 | $19.8K | Hold |
340
| – | – | ﹤0.01% | 648 |
|
|
2024
Q3 | $22.1K | Hold |
340
| – | – | ﹤0.01% | 618 |
|
|
2024
Q2 | $20.8K | Hold |
340
| – | – | ﹤0.01% | 594 |
|
|
2024
Q1 | $21K | Hold |
340
| – | – | ﹤0.01% | 615 |
|
|
2023
Q4 | $19.5K | Hold |
340
| – | – | ﹤0.01% | 591 |
|
|
2023
Q3 | $18.4K | Hold |
340
| – | – | ﹤0.01% | 569 |
|
|
2023
Q2 | $19.1K | Hold |
340
| – | – | ﹤0.01% | 564 |
|
|
2023
Q1 | $18.6K | Hold |
340
| – | – | ﹤0.01% | 555 |
|
|
2022
Q4 | $19.3K | Sell |
340
-4,270
| -93% | -$242K | ﹤0.01% | 543 |
|
|
2022
Q3 | $233K | Hold |
4,610
| – | – | 0.03% | 199 |
|
|
2022
Q2 | $248K | Buy |
4,610
+890
| +24% | +$47.9K | 0.03% | 189 |
|
|
2022
Q1 | $215K | Hold |
3,720
| – | – | 0.02% | 220 |
|
|
2021
Q4 | $223K | Sell |
3,720
-4,645
| -56% | -$278K | 0.02% | 213 |
|
|
2021
Q3 | $462K | Buy |
+8,365
| New | +$462K | 0.05% | 154 |
|