MAWCM
Mine & Arao Wealth Creation & 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 | $2.46M | Sell |
43,545
-539
| -1% | -$30.4K | 1.1% | 14 |
|
|
2025
Q1 | $2.68M | Sell |
44,084
-706
| -2% | -$43K | 1.31% | 12 |
|
|
2024
Q4 | $2.61M | Sell |
44,790
-147
| -0.3% | -$8.57K | 1.2% | 12 |
|
|
2024
Q3 | $2.92M | Sell |
44,937
-911
| -2% | -$59.2K | 1.36% | 12 |
|
|
2024
Q2 | $2.81M | Buy |
45,848
+821
| +2% | +$50.3K | 1.37% | 12 |
|
|
2024
Q1 | $2.79M | Buy |
45,027
+35,373
| +366% | +$2.19M | 1.38% | 12 |
|
|
2023
Q4 | $2.76M | Buy |
9,654
+51
| +0.5% | +$14.6K | 1.49% | 12 |
|
|
2023
Q3 | $2.59M | Buy |
9,603
+392
| +4% | +$106K | 1.58% | 12 |
|
|
2023
Q2 | $2.58M | Hold |
9,211
| – | – | 1.51% | 12 |
|
|
2023
Q1 | $2.52M | Buy |
9,211
+124
| +1% | +$33.9K | 1.61% | 11 |
|
|
2022
Q4 | $2.58M | Buy |
9,087
+49
| +0.5% | +$13.9K | 1.91% | 8 |
|
|
2022
Q3 | $2.29M | Buy |
9,038
+202
| +2% | +$51.1K | 1.68% | 8 |
|
|
2022
Q2 | $2.38M | Sell |
8,836
-8
| -0.1% | -$2.15K | 1.67% | 9 |
|
|
2022
Q1 | $2.55M | Buy |
8,844
+106
| +1% | +$30.6K | 1.5% | 10 |
|
|
2021
Q4 | $2.63M | Buy |
8,738
+391
| +5% | +$117K | 1.45% | 10 |
|
|
2021
Q3 | $2.3M | Sell |
8,347
-90
| -1% | -$24.8K | 1.38% | 12 |
|
|
2021
Q2 | $2.3M | Buy |
8,437
+477
| +6% | +$130K | 1.39% | 12 |
|
|
2021
Q1 | $2.01M | Buy |
7,960
+60
| +0.8% | +$15.2K | 1.34% | 11 |
|
|
2020
Q4 | $1.94M | Buy |
7,900
+57
| +0.7% | +$14K | 1.4% | 11 |
|
|
2020
Q3 | $1.78M | Buy |
7,843
+449
| +6% | +$102K | 1.47% | 11 |
|
|
2020
Q2 | $1.59M | Sell |
7,394
-24
| -0.3% | -$5.17K | 1.5% | 11 |
|
|
2020
Q1 | $1.39M | Buy |
7,418
+150
| +2% | +$28.2K | 1.62% | 10 |
|
|
2019
Q4 | $1.57M | Buy |
+7,268
| New | +$1.57M | 1.47% | 10 |
|