Modera Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $267K | Hold |
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|
2025
Q2 | $257K | Sell |
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|
2025
Q1 | $279K | Hold |
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|
2024
Q4 | $267K | Hold |
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|
2024
Q3 | $298K | Hold |
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|
2024
Q2 | $281K | Sell |
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|
2024
Q1 | $333K | Sell |
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|
2023
Q4 | $333K | Sell |
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|
2023
Q3 | $368K | Sell |
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|
2023
Q2 | $456K | Buy |
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|
2023
Q1 | $299K | Sell |
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|
2022
Q4 | $310K | Hold |
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|
2022
Q3 | $277K | Hold |
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|
2022
Q2 | $294K | Sell |
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|
2022
Q1 | $318K | Buy |
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|
2021
Q4 | $329K | Hold |
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|
2021
Q3 | $302K | Sell |
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|
2021
Q2 | $300K | Sell |
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|
2021
Q1 | $385K | Buy |
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|
2020
Q4 | $269K | Hold |
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|
2020
Q3 | $249K | Hold |
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|
2020
Q2 | $236K | Hold |
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|
2020
Q1 | $205K | Sell |
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|
2019
Q4 | $272K | Hold |
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|
2019
Q3 | $239K | Sell |
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|
2019
Q2 | $266K | Hold |
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|
2019
Q1 | $264K | Sell |
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|
2018
Q4 | $250K | Hold |
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|
2018
Q3 | $280K | Buy |
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|
2018
Q2 | $246K | Hold |
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|
2018
Q1 | $238K | Hold |
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|
2017
Q4 | $241K | Hold |
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|
2017
Q3 | $237K | Sell |
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|
2017
Q2 | $231K | Buy |
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|
2017
Q1 | $217K | Sell |
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|
2016
Q4 | $211K | Sell |
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|
2016
Q3 | $256K | Buy |
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|
2016
Q2 | $217K | Sell |
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|
2016
Q1 | $276K | Buy |
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