MinichMacGregor Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-300
| Closed | -$12K | – | 301 |
|
|
2018
Q3 | $12K | Hold |
300
| – | – | 0.01% | 297 |
|
|
2018
Q2 | $10K | Hold |
300
| – | – | 0.01% | 302 |
|
|
2018
Q1 | $10K | Hold |
300
| – | – | 0.01% | 306 |
|
|
2017
Q4 | $10K | Hold |
300
| – | – | 0.01% | 300 |
|
|
2017
Q3 | $10K | Hold |
300
| – | – | 0.01% | 286 |
|
|
2017
Q2 | $9K | Hold |
300
| – | – | 0.01% | 289 |
|
|
2017
Q1 | $9K | Hold |
300
| – | – | 0.01% | 289 |
|
|
2016
Q4 | $8K | Sell |
300
-405
| -57% | -$10.8K | 0.01% | 289 |
|
|
2016
Q3 | $21K | Sell |
705
-180
| -20% | -$5.36K | 0.02% | 179 |
|
|
2016
Q2 | $26K | Sell |
885
-5
| -0.6% | -$147 | 0.02% | 157 |
|
|
2016
Q1 | $25K | Buy |
+890
| New | +$25K | 0.02% | 154 |
|