MWM
MGB 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 | – | Sell |
-500
| Closed | -$30.4K | – | 314 |
|
|
2025
Q1 | $30.4K | Sell |
500
-1,000
| -67% | -$60.9K | 0.01% | 260 |
|
|
2024
Q4 | $87.3K | Hold |
1,500
| – | – | 0.03% | 224 |
|
|
2024
Q3 | $97.1K | Hold |
1,500
| – | – | 0.04% | 213 |
|
|
2024
Q2 | $93.3K | Hold |
1,500
| – | – | 0.03% | 217 |
|
|
2024
Q1 | $92.9K | Buy |
1,500
+1,200
| +400% | – | 0.04% | 207 |
|
|
2023
Q4 | $85.9K | Buy |
+300
| New | +$85.9K | 0.04% | 205 |
|