Moneta Group Investment Advisors’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
$802K Buy
2025
Q2
$711K Sell
2025
Q1
$844K Buy
2024
Q4
$808K Buy
2024
Q3
$901K Sell
2024
Q2
$863K Buy
2024
Q1
$858K Buy
2023
Q4
$559K Buy
2018
Q2
Sell
2018
Q1
$6K Buy