Oxford Financial Group’s iShares US Healthcare ETF IYH Stock Holding History

Oxford Financial Group’s Portfolio IYH Stock Details IYH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$590K	Hold
2025 Q2	$568K	Hold
2025 Q1	$612K	Hold
2024 Q4	$586K	Hold
2024 Q3	$654K	Hold
2024 Q2	$616K	Buy
2023 Q4	–	Sell
2023 Q3	$21.1K	Hold
2023 Q2	$21.9K	Hold
2023 Q1	$21.3K	Buy