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Montag & Associates’s iShares US Healthcare ETF IYH Stock Holding History

Montag & Associates’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$565K Hold
10,000
– – 0.03% 293
2025
Q1 		$609K Hold
10,000
– – 0.03% 292
2024
Q4 		$583K Hold
10,000
– – 0.03% 306
2024
Q3 		$650K Hold
10,000
– – 0.03% 293
2024
Q2 		$613K Hold
10,000
– – 0.03% 282
2024
Q1 		$619K Hold
10,000
– – 0.03% 295
2023
Q4 		$572K Hold
10,000
– – 0.03% 284
2023
Q3 		$542K Hold
10,000
– – 0.03% 280
2023
Q2 		$561K Hold
10,000
– – 0.03% 271
2023
Q1 		$546K Sell
10,000
-850
-8% -$46.4K 0.04% 268
2022
Q4 		$616K Sell
10,850
-185
-2% -$10.5K 0.04% 243
2022
Q3 		$558K Buy
11,035
+1,035
+10% +$52.3K 0.04% 250
2022
Q2 		$538K Hold
10,000
– – 0.03% 257
2022
Q1 		$578K Hold
10,000
– – 0.03% 276
2021
Q4 		$601K Hold
10,000
– – 0.03% 276
2021
Q3 		$552K Sell
10,000
-975
-9% -$53.8K 0.03% 283
2021
Q2 		$599K Hold
10,975
– – 0.03% 276
2021
Q1 		$554K Hold
10,975
– – 0.03% 282
2020
Q4 		$540K Hold
10,975
– – 0.03% 268
2020
Q3 		$499K Hold
10,975
– – 0.04% 228
2020
Q2 		$473K Hold
10,975
– – 0.04% 225
2020
Q1 		$412K Sell
10,975
-495
-4% -$18.6K 0.04% 227
2019
Q4 		$495K Hold
11,470
– – 0.04% 227
2019
Q3 		$434K Hold
11,470
– – 0.04% 231
2019
Q2 		$448K Hold
11,470
– – 0.04% 228
2019
Q1 		$445K Hold
11,470
– – 0.04% 226
2018
Q4 		$415K Hold
11,470
– – 0.04% 217
2018
Q3 		$465K Hold
11,470
– – 0.04% 243
2018
Q2 		$409K Hold
11,470
– – 0.04% 226
2018
Q1 		$396K Sell
11,470
-2,500
-18% -$86.3K 0.04% 226
2017
Q4 		$487K Hold
13,970
– – 0.05% 215
2017
Q3 		$480K Sell
13,970
-2,500
-15% -$85.9K 0.05% 194
2017
Q2 		$548K Sell
16,470
-6,230
-27% -$207K 0.06% 178
2017
Q1 		$707K Hold
22,700
– – 0.08% 161
2016
Q4 		$654K Buy
22,700
+8,700
+62% +$251K 0.08% 163
2016
Q3 		$421K Sell
14,000
-250
-2% -$7.52K 0.05% 186
2016
Q2 		$423K Hold
14,250
– – 0.06% 182
2016
Q1 		$401K Hold
14,250
– – 0.06% 179
2015
Q4 		$428K Hold
14,250
– – 0.06% 172
2015
Q3 		$399K Hold
14,250
– – 0.06% 175
2015
Q2 		$452K Hold
14,250
– – 0.07% 181
2015
Q1 		$440K Hold
14,250
– – 0.06% 188
2014
Q4 		$411K Hold
14,250
– – 0.06% 187
2014
Q3 		$383K Hold
14,250
– – 0.06% 191
2014
Q2 		$365K Hold
14,250
– – 0.06% 199
2014
Q1 		$351K Hold
14,250
– – 0.06% 188
2013
Q4 		$332K Hold
14,250
– – 0.06% 182
2013
Q3 		$305K Hold
14,250
– – 0.06% 188
2013
Q2 		$286K Buy
+14,250
New +$286K 0.06% 181