MWM
MinichMacGregor Wealth Management’s iShares US Healthcare Providers ETF IHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-38,407
| Closed | -$10.3M | – | 340 |
|
|
2022
Q4 | $10.3M | Buy |
38,407
+888
| +2% | +$238K | 3.71% | 9 |
|
|
2022
Q3 | $9.58M | Buy |
37,519
+2,619
| +8% | +$669K | 3.82% | 8 |
|
|
2022
Q2 | $8.91M | Buy |
+34,900
| New | +$8.91M | 3.67% | 8 |
|
|
2019
Q2 | – | Sell |
-10,153
| Closed | -$1.71M | – | 49 |
|
|
2019
Q1 | $1.71M | Buy |
+10,153
| New | +$1.71M | 1.28% | 24 |
|
|
2018
Q4 | – | Sell |
-179
| Closed | -$35K | – | 282 |
|
|
2018
Q3 | $35K | Hold |
179
| – | – | 0.02% | 156 |
|
|
2018
Q2 | $31K | Hold |
179
| – | – | 0.02% | 159 |
|
|
2018
Q1 | $28K | Hold |
179
| – | – | 0.02% | 163 |
|
|
2017
Q4 | $28K | Hold |
179
| – | – | 0.02% | 158 |
|
|
2017
Q3 | $26K | Hold |
179
| – | – | 0.02% | 165 |
|
|
2017
Q2 | $26K | Hold |
179
| – | – | 0.02% | 156 |
|
|
2017
Q1 | $24K | Hold |
179
| – | – | 0.02% | 161 |
|
|
2016
Q4 | $22K | Sell |
179
-260
| -59% | -$32K | 0.02% | 170 |
|
|
2016
Q3 | $54K | Sell |
439
-24,318
| -98% | -$2.99M | 0.05% | 111 |
|
|
2016
Q2 | $3.15M | Buy |
24,757
+123
| +0.5% | +$15.7K | 2.98% | 8 |
|
|
2016
Q1 | $3M | Sell |
24,634
-5,723
| -19% | -$698K | 2.9% | 8 |
|
|
2015
Q4 | $4.21M | Buy |
+30,357
| New | +$4.21M | 3.92% | 7 |
|