Plante Moran Financial 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 | $196K | Hold |
|
|||||
|
2025
Q2 | $188K | Hold |
|
|||||
|
2025
Q1 | $203K | Hold |
|
|||||
|
2024
Q4 | $194K | Hold |
|
|||||
|
2024
Q3 | $217K | Hold |
|
|||||
|
2024
Q2 | $204K | Hold |
|
|||||
|
2024
Q1 | $206K | Hold |
|
|||||
|
2023
Q4 | $191K | Hold |
|
|||||
|
2023
Q3 | $180K | Hold |
|
|||||
|
2023
Q2 | $187K | Hold |
|
|||||
|
2023
Q1 | $182K | Hold |
|
|||||
|
2022
Q4 | $189K | Hold |
|
|||||
|
2022
Q3 | $169K | Hold |
|
|||||
|
2022
Q2 | $179K | Hold |
|
|||||
|
2022
Q1 | $193K | Hold |
|
|||||
|
2021
Q4 | $200K | Hold |
|
|||||
|
2021
Q3 | $184K | Sell |
|
|||||
|
2021
Q2 | $187K | Buy |
|
|||||
|
2021
Q1 | $168K | Hold |
|
|||||
|
2020
Q4 | $164K | Hold |
|
|||||
|
2020
Q3 | $152K | Hold |
|
|||||
|
2020
Q2 | $144K | Buy |
|
|||||
|
2020
Q1 | $103K | Hold |
|
|||||
|
2019
Q4 | $118K | Sell |
|
|||||
|
2019
Q3 | $136K | Sell |
|
|||||
|
2019
Q2 | $146K | Sell |
|
|||||
|
2019
Q1 | $151K | Sell |
|
|||||
|
2018
Q4 | $151K | Sell |
|
|||||
|
2018
Q3 | $178K | Sell |
|
|||||
|
2018
Q2 | $159K | Buy |
|
|||||
|
2018
Q1 | $125K | Hold |
|
|||||
|
2017
Q4 | $126K | Hold |
|
|||||
|
2017
Q3 | $124K | Hold |
|
|||||
|
2017
Q2 | $120K | Hold |
|
|||||
|
2017
Q1 | $112K | Hold |
|
|||||
|
2016
Q4 | $104K | Buy |
|
|||||
|
2016
Q3 | $26K | Hold |
|
|||||
|
2016
Q2 | $26K | Hold |
|
|||||
|
2016
Q1 | $25K | Hold |
|
|||||
|
2015
Q4 | $26K | Hold |
|
|||||
|
2015
Q3 | $24K | Hold |
|
|||||
|
2015
Q2 | $28K | Hold |
|
|||||
|
2015
Q1 | $27K | Hold |
|
|||||
|
2014
Q4 | $25K | Hold |
|
|||||
|
2014
Q3 | $24K | Buy |
|