JPLA
Joseph P. Lucia & Associates’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,324
| Closed | -$202K | – | 153 |
|
|
2025
Q1 | $202K | Buy |
+3,324
| New | +$202K | 0.09% | 134 |
|
|
2024
Q4 | – | Sell |
-3,241
| Closed | -$211K | – | 149 |
|
|
2024
Q3 | $211K | Sell |
3,241
-79
| -2% | -$5.14K | 0.1% | 128 |
|
|
2024
Q2 | $203K | Buy |
+3,320
| New | +$203K | 0.1% | 117 |
|
|
2022
Q3 | – | Sell |
-175
| Closed | -$47K | – | 276 |
|
|
2022
Q2 | $47K | Hold |
175
| – | – | 0.03% | 187 |
|
|
2022
Q1 | $51K | Buy |
+175
| New | +$51K | 0.03% | 190 |
|
|
2021
Q4 | – | Sell |
-175
| Closed | -$48K | – | 345 |
|
|
2021
Q3 | $48K | Hold |
175
| – | – | 0.03% | 219 |
|
|
2021
Q2 | $48K | Hold |
175
| – | – | 0.03% | 223 |
|
|
2021
Q1 | $44K | Hold |
175
| – | – | 0.02% | 211 |
|
|
2020
Q4 | $43K | Buy |
+175
| New | +$43K | 0.03% | 194 |
|
|
2020
Q3 | – | Sell |
-175
| Closed | -$38K | – | 277 |
|
|
2020
Q2 | $38K | Hold |
175
| – | – | 0.03% | 189 |
|
|
2020
Q1 | $33K | Hold |
175
| – | – | 0.04% | 188 |
|
|
2019
Q4 | $38K | Hold |
175
| – | – | 0.03% | 199 |
|
|
2019
Q3 | $33K | Hold |
175
| – | – | 0.03% | 204 |
|
|
2019
Q2 | $34K | Sell |
175
-33,843
| -99% | -$6.58M | 0.04% | 205 |
|
|
2019
Q1 | $175 | Buy |
+34,018
| New | +$175 | 0.01% | 230 |
|