MC
McMorgan & Co’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-24,162
| Closed | -$6.53M | – | 53 |
|
|
2023
Q3 | $6.53M | Buy |
24,162
+589
| +2% | +$159K | 1.21% | 13 |
|
|
2023
Q2 | $6.61M | Buy |
23,573
+1,582
| +7% | +$443K | 1.24% | 13 |
|
|
2023
Q1 | $6.01M | Sell |
21,991
-616
| -3% | -$168K | 1.24% | 11 |
|
|
2022
Q4 | $6.41M | Buy |
22,607
+63
| +0.3% | +$17.9K | 1.38% | 12 |
|
|
2022
Q3 | $5.7M | Buy |
+22,544
| New | +$5.7M | 1.35% | 12 |
|