Montag & Associates’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 | $587K | Hold |
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|
2025
Q2 | $565K | Hold |
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|
2025
Q1 | $609K | Hold |
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|
2024
Q4 | $583K | Hold |
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|
2024
Q3 | $650K | Hold |
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|
2024
Q2 | $613K | Hold |
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|
2024
Q1 | $619K | Hold |
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|
2023
Q4 | $572K | Hold |
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|
2023
Q3 | $542K | Hold |
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|
2023
Q2 | $561K | Hold |
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|
2023
Q1 | $546K | Sell |
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|
2022
Q4 | $616K | Sell |
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|
2022
Q3 | $558K | Buy |
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|
2022
Q2 | $538K | Hold |
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|
2022
Q1 | $578K | Hold |
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|
2021
Q4 | $601K | Hold |
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|
2021
Q3 | $552K | Sell |
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|
2021
Q2 | $599K | Hold |
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|
2021
Q1 | $554K | Hold |
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|
2020
Q4 | $540K | Hold |
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|
2020
Q3 | $499K | Hold |
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|
2020
Q2 | $473K | Hold |
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|
2020
Q1 | $412K | Sell |
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|
2019
Q4 | $495K | Hold |
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|
2019
Q3 | $434K | Hold |
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|
2019
Q2 | $448K | Hold |
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|
2019
Q1 | $445K | Hold |
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|
2018
Q4 | $415K | Hold |
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|
2018
Q3 | $465K | Hold |
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|
2018
Q2 | $409K | Hold |
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|
2018
Q1 | $396K | Sell |
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|
2017
Q4 | $487K | Hold |
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|
2017
Q3 | $480K | Sell |
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|
2017
Q2 | $548K | Sell |
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|
2017
Q1 | $707K | Hold |
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|
2016
Q4 | $654K | Buy |
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|
2016
Q3 | $421K | Sell |
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|
2016
Q2 | $423K | Hold |
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|
2016
Q1 | $401K | Hold |
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|
2015
Q4 | $428K | Hold |
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|
2015
Q3 | $399K | Hold |
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|
2015
Q2 | $452K | Hold |
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|
2015
Q1 | $440K | Hold |
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|
2014
Q4 | $411K | Hold |
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|
2014
Q3 | $383K | Hold |
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|
2014
Q2 | $365K | Hold |
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|
2014
Q1 | $351K | Hold |
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|
2013
Q4 | $332K | Hold |
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|
2013
Q3 | $305K | Hold |
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|
2013
Q2 | $286K | Buy |
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