Keystone Wealth Services’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
$214K Hold
2025
Q2
$206K Hold
2025
Q1
$222K Sell
2024
Q4
$218K Hold
2024
Q3
$243K Sell
2024
Q2
$238K Sell
2024
Q1
$243K Hold
2023
Q4
$225K Sell
2023
Q3
$234K Buy
2023
Q2
$236K Sell
2023
Q1
$270K Sell
2022
Q4
$283K Buy
2022
Q3
$250K Buy
2022
Q1
Sell
2021
Q4
$201K Buy