Patten & Patten’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 | $229K | Hold |
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|
2025
Q2 | $220K | Hold |
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|
2025
Q1 | $237K | Hold |
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|
2024
Q4 | $227K | Hold |
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|
2024
Q3 | $254K | Hold |
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|
2024
Q2 | $239K | Buy |
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|
2024
Q1 | $237K | Sell |
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|
2023
Q4 | $240K | Hold |
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|
2023
Q3 | $227K | Hold |
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|
2023
Q2 | $235K | Hold |
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|
2023
Q1 | $229K | Buy |
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|
2022
Q4 | $237K | Hold |
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|
2022
Q3 | $211K | Hold |
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|
2022
Q2 | $224K | Hold |
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|
2022
Q1 | $241K | Hold |
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|
2021
Q4 | $251K | Sell |
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|
2021
Q3 | $306K | Hold |
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|
2021
Q2 | $303K | Sell |
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|
2021
Q1 | $291K | Hold |
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|
2020
Q4 | $284K | Hold |
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|
2020
Q3 | $262K | Sell |
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|
2020
Q2 | $271K | Buy |
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|
2020
Q1 | $234K | Buy |
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|
2019
Q4 | $242K | Buy |
|