RDWM
Red Door Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,235
| Closed | -$319K | – | 283 |
|
|
2025
Q1 | $319K | Hold |
5,235
| – | – | 0.05% | 178 |
|
|
2024
Q4 | $305K | Hold |
5,235
| – | – | 0.05% | 179 |
|
|
2024
Q3 | $340K | Hold |
5,235
| – | – | 0.06% | 160 |
|
|
2024
Q2 | $321K | Hold |
5,235
| – | – | 0.06% | 153 |
|
|
2024
Q1 | $324K | Buy |
5,235
+4,188
| +400% | +$259K | 0.06% | 153 |
|
|
2023
Q4 | $300K | Buy |
+1,047
| New | +$300K | 0.07% | 154 |
|