Marshall & Sterling Wealth Advisors’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
2025
Q2
$7.92K Sell
141
-419
-75% -$23.5K 0.01% 380
2025
Q1
$34.1K Buy
560
+1
+0.2% +$61 0.02% 202
2024
Q4
$32.5K Buy
+559
New +$32.5K 0.02% 165