PWA
Primoris Wealth Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Hold |
5,250
| – | – | 0.17% | 84 |
|
|
2025
Q1 | $277K | Sell |
5,250
-250
| -5% | -$13.2K | 0.21% | 77 |
|
|
2024
Q4 | $264K | Hold |
5,500
| – | – | 0.2% | 78 |
|
|
2024
Q3 | $314K | Hold |
5,500
| – | – | 0.23% | 82 |
|
|
2024
Q2 | $288K | Hold |
5,500
| – | – | 0.23% | 83 |
|
|
2024
Q1 | $300K | Buy |
5,500
+4,400
| +400% | +$240K | 0.24% | 76 |
|
|
2023
Q4 | $289K | Hold |
1,100
| – | – | 0.27% | 73 |
|
|
2023
Q3 | $271K | Hold |
1,100
| – | – | 0.33% | 58 |
|
|
2023
Q2 | $281K | Hold |
1,100
| – | – | 0.31% | 56 |
|
|
2023
Q1 | $272K | Hold |
1,100
| – | – | 0.33% | 53 |
|
|
2022
Q4 | $294K | Hold |
1,100
| – | – | 0.45% | 46 |
|
|
2022
Q3 | $282K | Hold |
1,100
| – | – | 0.5% | 47 |
|
|
2022
Q2 | $282K | Hold |
1,100
| – | – | 0.41% | 56 |
|
|
2022
Q1 | $310K | Hold |
1,100
| – | – | 0.29% | 55 |
|
|
2021
Q4 | $320K | Buy |
+1,100
| New | +$320K | 0.26% | 65 |
|