MWM
Mascoma Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.11K | Hold |
55
| – | – | ﹤0.01% | 417 |
|
|
2025
Q1 | $3.35K | Hold |
55
| – | – | ﹤0.01% | 434 |
|
|
2024
Q4 | $3.21K | Hold |
55
| – | – | ﹤0.01% | 444 |
|
|
2024
Q3 | $3.58K | Hold |
55
| – | – | ﹤0.01% | 410 |
|
|
2024
Q2 | $3.37K | Hold |
55
| – | – | ﹤0.01% | 441 |
|
|
2024
Q1 | $3.41K | Buy |
55
+44
| +400% | +$2.72K | ﹤0.01% | 412 |
|
|
2023
Q4 | $3.15K | Hold |
11
| – | – | ﹤0.01% | 428 |
|
|
2023
Q3 | $2.97K | Hold |
11
| – | – | ﹤0.01% | 442 |
|
|
2023
Q2 | $3.12K | Hold |
11
| – | – | ﹤0.01% | 428 |
|
|
2023
Q1 | $3.09K | Hold |
11
| – | – | ﹤0.01% | 527 |
|
|
2022
Q4 | $3.12K | Hold |
11
| – | – | ﹤0.01% | 541 |
|
|
2022
Q3 | $3K | Hold |
11
| – | – | ﹤0.01% | 532 |
|
|
2022
Q2 | $3K | Hold |
11
| – | – | ﹤0.01% | 547 |
|
|
2022
Q1 | $3K | Hold |
11
| – | – | ﹤0.01% | 539 |
|
|
2021
Q4 | $3K | Hold |
11
| – | – | ﹤0.01% | 484 |
|
|
2021
Q3 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 411 |
|
|
2021
Q2 | – | Sell |
-11
| Closed | -$3K | – | 287 |
|
|
2021
Q1 | $3K | Buy |
+11
| New | +$3K | ﹤0.01% | 407 |
|
|
2019
Q3 | – | Sell |
-52
| Closed | -$10K | – | 222 |
|
|
2019
Q2 | $10K | Sell |
52
-20
| -28% | -$3.85K | 0.01% | 269 |
|
|
2019
Q1 | $14K | Hold |
72
| – | – | 0.01% | 246 |
|
|
2018
Q4 | $13K | Hold |
72
| – | – | 0.01% | 242 |
|
|
2018
Q3 | $15K | Hold |
72
| – | – | 0.01% | 259 |
|
|
2018
Q2 | $13K | Hold |
72
| – | – | 0.01% | 262 |
|
|
2018
Q1 | $12K | Hold |
72
| – | – | 0.01% | 259 |
|
|
2017
Q4 | $13K | Sell |
72
-115
| -61% | -$20.8K | 0.01% | 249 |
|
|
2017
Q3 | $32K | Hold |
187
| – | – | 0.02% | 179 |
|
|
2017
Q2 | $31K | Hold |
187
| – | – | 0.02% | 192 |
|
|
2017
Q1 | $29K | Hold |
187
| – | – | 0.02% | 187 |
|
|
2016
Q4 | $27K | Buy |
+187
| New | +$27K | 0.02% | 188 |
|