JPLA
Joseph P. Lucia & Associates’s iShares US Healthcare Providers ETF IHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
4,220
-225
| -5% | -$10.9K | 0.08% | 145 |
|
|
2025
Q1 | $235K | Hold |
4,445
| – | – | 0.11% | 123 |
|
|
2024
Q4 | $213K | Hold |
4,445
| – | – | 0.09% | 126 |
|
|
2024
Q3 | $254K | Hold |
4,445
| – | – | 0.12% | 109 |
|
|
2024
Q2 | $233K | Hold |
4,445
| – | – | 0.12% | 107 |
|
|
2024
Q1 | $242K | Buy |
4,445
+3,560
| +402% | +$194K | 0.13% | 105 |
|
|
2023
Q4 | $232K | Sell |
885
-40
| -4% | -$10.5K | 0.14% | 101 |
|
|
2023
Q3 | $228K | Hold |
925
| – | – | 0.16% | 97 |
|
|
2023
Q2 | $237K | Hold |
925
| – | – | 0.16% | 98 |
|
|
2023
Q1 | $229K | Hold |
925
| – | – | 0.16% | 106 |
|
|
2022
Q4 | $248K | Sell |
925
-78
| -8% | -$20.9K | 0.19% | 97 |
|
|
2022
Q3 | $256K | Buy |
1,003
+45
| +5% | +$11.5K | 0.2% | 90 |
|
|
2022
Q2 | $245K | Hold |
958
| – | – | 0.17% | 89 |
|
|
2022
Q1 | $271K | Hold |
958
| – | – | 0.16% | 95 |
|
|
2021
Q4 | $278K | Sell |
958
-35
| -4% | -$10.2K | 0.18% | 100 |
|
|
2021
Q3 | $254K | Sell |
993
-40
| -4% | -$10.2K | 0.15% | 114 |
|
|
2021
Q2 | $275K | Hold |
1,033
| – | – | 0.16% | 109 |
|
|
2021
Q1 | $260K | Sell |
1,033
-32
| -3% | -$8.05K | 0.12% | 104 |
|
|
2020
Q4 | $250K | Hold |
1,065
| – | – | 0.17% | 93 |
|
|
2020
Q3 | $215K | Hold |
1,065
| – | – | 0.2% | 86 |
|
|
2020
Q2 | $206K | Buy |
1,065
+10
| +0.9% | +$1.93K | 0.19% | 85 |
|
|
2020
Q1 | $176K | Hold |
1,055
| – | – | 0.2% | 89 |
|
|
2019
Q4 | $212K | Buy |
1,055
+85
| +9% | +$17.1K | 0.19% | 92 |
|
|
2019
Q3 | $157K | Buy |
970
+80
| +9% | +$12.9K | 0.16% | 99 |
|
|
2019
Q2 | $153K | Sell |
890
-157,285
| -99% | -$27M | 0.16% | 98 |
|
|
2019
Q1 | $925 | Buy |
+158,175
| New | +$925 | 0.07% | 127 |
|