MWM
Modera 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 | $257K | Sell |
4,555
-30
| -0.7% | -$1.69K | ﹤0.01% | 567 |
|
|
2025
Q1 | $279K | Hold |
4,585
| – | – | ﹤0.01% | 527 |
|
|
2024
Q4 | $267K | Hold |
4,585
| – | – | ﹤0.01% | 532 |
|
|
2024
Q3 | $298K | Hold |
4,585
| – | – | ﹤0.01% | 491 |
|
|
2024
Q2 | $281K | Sell |
4,585
-791
| -15% | -$48.5K | ﹤0.01% | 491 |
|
|
2024
Q1 | $333K | Buy |
5,376
+4,213
| +362% | +$261K | 0.01% | 462 |
|
|
2023
Q4 | $333K | Sell |
1,163
-200
| -15% | -$57.3K | 0.01% | 454 |
|
|
2023
Q3 | $368K | Sell |
1,363
-263
| -16% | -$71.1K | 0.01% | 413 |
|
|
2023
Q2 | $456K | Buy |
1,626
+533
| +49% | +$149K | 0.01% | 396 |
|
|
2023
Q1 | $299K | Sell |
1,093
-1
| -0.1% | -$273 | 0.01% | 284 |
|
|
2022
Q4 | $310K | Hold |
1,094
| – | – | 0.01% | 279 |
|
|
2022
Q3 | $277K | Hold |
1,094
| – | – | 0.01% | 256 |
|
|
2022
Q2 | $294K | Sell |
1,094
-6
| -0.5% | -$1.61K | 0.01% | 258 |
|
|
2022
Q1 | $318K | Buy |
1,100
+6
| +0.5% | +$1.74K | 0.01% | 273 |
|
|
2021
Q4 | $329K | Hold |
1,094
| – | – | 0.01% | 373 |
|
|
2021
Q3 | $302K | Sell |
1,094
-6
| -0.5% | -$1.66K | 0.02% | 209 |
|
|
2021
Q2 | $300K | Sell |
1,100
-426
| -28% | -$116K | 0.02% | 180 |
|
|
2021
Q1 | $385K | Buy |
1,526
+432
| +39% | +$109K | 0.03% | 159 |
|
|
2020
Q4 | $269K | Hold |
1,094
| – | – | 0.02% | 194 |
|
|
2020
Q3 | $249K | Hold |
1,094
| – | – | 0.04% | 136 |
|
|
2020
Q2 | $236K | Hold |
1,094
| – | – | 0.04% | 141 |
|
|
2020
Q1 | $205K | Sell |
1,094
-169
| -13% | -$31.7K | 0.04% | 139 |
|
|
2019
Q4 | $272K | Hold |
1,263
| – | – | 0.04% | 117 |
|
|
2019
Q3 | $239K | Sell |
1,263
-100
| -7% | -$18.9K | 0.04% | 125 |
|
|
2019
Q2 | $266K | Hold |
1,363
| – | – | 0.05% | 114 |
|
|
2019
Q1 | $264K | Sell |
1,363
-19
| -1% | -$3.68K | 0.05% | 114 |
|
|
2018
Q4 | $250K | Hold |
1,382
| – | – | 0.05% | 108 |
|
|
2018
Q3 | $280K | Buy |
1,382
+1
| +0.1% | +$203 | 0.06% | 112 |
|
|
2018
Q2 | $246K | Hold |
1,381
| – | – | 0.05% | 115 |
|
|
2018
Q1 | $238K | Hold |
1,381
| – | – | 0.05% | 113 |
|
|
2017
Q4 | $241K | Hold |
1,381
| – | – | 0.05% | 112 |
|
|
2017
Q3 | $237K | Sell |
1,381
-11
| -0.8% | -$1.89K | 0.05% | 114 |
|
|
2017
Q2 | $231K | Buy |
1,392
+1
| +0.1% | +$166 | 0.06% | 104 |
|
|
2017
Q1 | $217K | Sell |
1,391
-75
| -5% | -$11.7K | 0.05% | 107 |
|
|
2016
Q4 | $211K | Sell |
1,466
-241
| -14% | -$34.7K | 0.07% | 100 |
|
|
2016
Q3 | $256K | Buy |
1,707
+244
| +17% | +$36.6K | 0.09% | 91 |
|
|
2016
Q2 | $217K | Sell |
1,463
-499
| -25% | -$74K | 0.08% | 95 |
|
|
2016
Q1 | $276K | Buy |
+1,962
| New | +$276K | 0.1% | 86 |
|