Optimum 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 | $15.6K | Hold |
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|
2025
Q2 | $15K | Buy |
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|
2025
Q1 | $10K | Hold |
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|
2024
Q4 | $9.62K | Hold |
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|
2024
Q3 | $10.7K | Hold |
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|
2024
Q2 | $10.1K | Hold |
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|
2024
Q1 | $10.2K | Hold |
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|
2023
Q4 | $9.45K | Sell |
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|
2023
Q3 | $89.9K | Hold |
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|
2023
Q2 | $93.3K | Hold |
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|
2023
Q1 | $90.9K | Hold |
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|
2022
Q4 | $94.5K | Hold |
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|
2022
Q3 | $84K | Hold |
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|
2022
Q2 | $90K | Hold |
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|
2022
Q1 | $96K | Hold |
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|
2021
Q4 | $100K | Hold |
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|
2021
Q3 | $92K | Hold |
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|
2021
Q2 | $91K | Hold |
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|
2021
Q1 | $84K | Hold |
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|
2020
Q4 | $82K | Buy |
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|
2020
Q3 | $68K | Hold |
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|
2020
Q2 | $65K | Hold |
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|
2020
Q1 | $56K | Hold |
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|
2019
Q4 | $65K | Hold |
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|
2019
Q3 | $57K | Hold |
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|
2019
Q2 | $59K | Hold |
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|
2019
Q1 | $58K | Hold |
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|
2018
Q4 | $54K | Sell |
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|
2018
Q3 | $81K | Hold |
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|
2018
Q2 | $71K | Hold |
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|
2018
Q1 | $69K | Buy |
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|
2015
Q1 | $49K | Hold |
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|
2014
Q4 | $46K | Hold |
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|
2014
Q3 | $45K | Hold |
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|
2014
Q2 | $41K | Buy |
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