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 |
|