MPCL
My Personal CFO LLC’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Hold |
24,750
| – | – | 0.64% | 37 |
|
|
2025
Q1 | $1.51M | Hold |
24,750
| – | – | 0.76% | 33 |
|
|
2024
Q4 | $1.44M | Hold |
24,750
| – | – | 0.74% | 35 |
|
|
2024
Q3 | $1.61M | Hold |
24,750
| – | – | 0.88% | 32 |
|
|
2024
Q2 | $1.52M | Hold |
24,750
| – | – | 0.81% | 32 |
|
|
2024
Q1 | $1.53M | Buy |
24,750
+19,800
| +400% | +$1.23M | 0.88% | 32 |
|
|
2023
Q4 | $1.42M | Hold |
4,950
| – | – | 0.92% | 29 |
|
|
2023
Q3 | $1.34M | Hold |
4,950
| – | – | 1.08% | 26 |
|
|
2023
Q2 | $1.39M | Hold |
4,950
| – | – | 1.09% | 26 |
|
|
2023
Q1 | $1.35M | Buy |
4,950
+4,946
| +123,650% | +$1.35M | 1.15% | 25 |
|
|
2022
Q4 | $1.4M | Buy |
+4
| New | +$1.4M | 1.3% | 17 |
|
|
2022
Q3 | – | Sell |
-4,950
| Closed | -$1.33M | – | 63 |
|
|
2022
Q2 | $1.33M | Hold |
4,950
| – | – | 1.71% | 16 |
|
|
2022
Q1 | $1.43M | Hold |
4,950
| – | – | 1.48% | 18 |
|
|
2021
Q4 | $1.49M | Buy |
+4,950
| New | +$1.49M | 1.3% | 18 |
|