M&R Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$130K Hold
2,000
0.03% 168
2024
Q2
$123K Hold
2,000
0.03% 165
2024
Q1
$124K Hold
2,000
0.03% 164
2023
Q4
$114K Hold
2,000
0.03% 185
2023
Q3
$108K Hold
2,000
0.03% 182
2023
Q2
$112K Hold
2,000
0.03% 176
2023
Q1
$109K Hold
2,000
0.03% 179
2022
Q4
$113K Hold
2,000
0.03% 179
2022
Q3
$101K Hold
2,000
0.03% 184
2022
Q2
$107K Hold
2,000
0.03% 181
2022
Q1
$115K Hold
2,000
0.02% 186
2021
Q4
$120K Hold
2,000
0.02% 186
2021
Q3
$110K Hold
2,000
0.02% 186
2021
Q2
$109K Hold
2,000
0.03% 187
2021
Q1
$100K Sell
2,000
-2,375
-54% -$119K 0.02% 180
2020
Q4
$215K Hold
4,375
0.05% 150
2020
Q3
$198K Hold
4,375
0.05% 155
2020
Q2
$188K Hold
4,375
0.05% 155
2020
Q1
$164K Hold
4,375
0.05% 165
2019
Q4
$188K Hold
4,375
0.04% 174
2019
Q3
$165K Hold
4,375
0.04% 188
2019
Q2
$170K Hold
4,375
0.04% 187
2019
Q1
$164K Hold
4,375
0.04% 188
2018
Q4
$158K Hold
4,375
0.04% 181
2018
Q3
$177K Hold
4,375
0.04% 191
2018
Q2
$155K Hold
4,375
0.04% 198
2018
Q1
$151K Hold
4,375
0.04% 201
2017
Q4
$152K Hold
4,375
0.04% 207
2017
Q3
$150K Hold
4,375
0.04% 206
2017
Q2
$144K Hold
4,375
0.04% 211
2017
Q1
$136K Hold
4,375
0.03% 208
2016
Q4
$126K Hold
4,375
0.03% 202
2016
Q3
$131K Hold
4,375
0.04% 197
2016
Q2
$129K Buy
+4,375
New +$129K 0.04% 195