KCFA
Key Client Fiduciary Advisors’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $328K | Sell |
5,806
-392
| -6% | -$22.1K | 0.13% | 145 |
|
|
2025
Q1 | $377K | Sell |
6,198
-74
| -1% | -$4.51K | 0.17% | 125 |
|
|
2024
Q4 | $365K | Sell |
6,272
-24
| -0.4% | -$1.4K | 0.16% | 123 |
|
|
2024
Q3 | $409K | Sell |
6,296
-1,695
| -21% | -$110K | 0.18% | 115 |
|
|
2024
Q2 | $490K | Buy |
7,991
+15
| +0.2% | +$919 | 0.24% | 94 |
|
|
2024
Q1 | $494K | Buy |
7,976
+6,452
| +423% | +$399K | 0.26% | 95 |
|
|
2023
Q4 | $436K | Sell |
1,524
-113
| -7% | -$32.4K | 0.25% | 97 |
|
|
2023
Q3 | $442K | Buy |
1,637
+12
| +0.7% | +$3.24K | 0.27% | 91 |
|
|
2023
Q2 | $455K | Buy |
1,625
+65
| +4% | +$18.2K | 0.27% | 89 |
|
|
2023
Q1 | $426K | Sell |
1,560
-48
| -3% | -$13.1K | 0.27% | 86 |
|
|
2022
Q4 | $456K | Buy |
1,608
+10
| +0.6% | +$2.84K | 0.31% | 73 |
|
|
2022
Q3 | $404K | Buy |
1,598
+68
| +4% | +$17.2K | 0.37% | 55 |
|
|
2022
Q2 | $412K | Buy |
1,530
+210
| +16% | +$56.5K | 0.4% | 60 |
|
|
2022
Q1 | $381K | Buy |
1,320
+64
| +5% | +$18.5K | 0.3% | 74 |
|
|
2021
Q4 | $377K | Buy |
+1,256
| New | +$377K | 0.31% | 77 |
|