KMG Fiduciary Partners’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 | $986K | Hold |
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|
2025
Q2 | $948K | Sell |
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|
2025
Q1 | $1.02M | Buy |
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|
2024
Q4 | $929K | Hold |
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|
2024
Q3 | $1.04M | Sell |
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|
2024
Q2 | $1.03M | Sell |
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|
2024
Q1 | $1.06M | Buy |
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|
2023
Q4 | $947K | Sell |
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|
2023
Q3 | $899K | Sell |
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|
2023
Q2 | $974K | Buy |
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|
2023
Q1 | $876K | Sell |
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|
2022
Q4 | $914K | Hold |
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|
2022
Q3 | $815K | Sell |
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|
2022
Q2 | $936K | Sell |
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|
2022
Q1 | $1.05M | Buy |
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|
2021
Q4 | $984K | Buy |
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|
2021
Q3 | $889K | Hold |
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|
2021
Q2 | $879K | Buy |
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|
2021
Q1 | $749K | Buy |
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|
2020
Q4 | $658K | Buy |
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|
2020
Q3 | $593K | Buy |
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|
2020
Q2 | $552K | Sell |
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|
2020
Q1 | $516K | Sell |
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|
2019
Q4 | $725K | Sell |
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|
2019
Q3 | $665K | Sell |
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|
2019
Q2 | $1.18M | Buy |
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|
2019
Q1 | $1.13M | Buy |
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|
2018
Q4 | $917K | Buy |
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