REDW Wealth’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,655
| Closed | -$238K | – | 139 |
|
|
2024
Q3 | $238K | Hold |
3,655
| – | – | 0.06% | 146 |
|
|
2024
Q2 | $224K | Hold |
3,655
| – | – | 0.06% | 150 |
|
|
2024
Q1 | $226K | Hold |
3,655
| – | – | 0.06% | 149 |
|
|
2023
Q4 | $209K | Buy |
+3,655
| New | +$209K | 0.06% | 145 |
|
|
2023
Q3 | – | Sell |
-3,655
| Closed | -$205K | – | 146 |
|
|
2023
Q2 | $205K | Buy |
+3,655
| New | +$205K | 0.06% | 135 |
|
|
2023
Q1 | – | Sell |
-4,875
| Closed | -$277K | – | 146 |
|
|
2022
Q4 | $277K | Hold |
4,875
| – | – | 0.1% | 105 |
|
|
2022
Q3 | $247K | Hold |
4,875
| – | – | 0.1% | 102 |
|
|
2022
Q2 | $262K | Hold |
4,875
| – | – | 0.1% | 101 |
|
|
2022
Q1 | $282K | Hold |
4,875
| – | – | 0.08% | 98 |
|
|
2021
Q4 | $293K | Hold |
4,875
| – | – | 0.09% | 91 |
|
|
2021
Q3 | $269K | Hold |
4,875
| – | – | 0.09% | 90 |
|
|
2021
Q2 | $266K | Hold |
4,875
| – | – | 0.08% | 92 |
|
|
2021
Q1 | $246K | Hold |
4,875
| – | – | 0.08% | 92 |
|
|
2020
Q4 | $240K | Hold |
4,875
| – | – | 0.09% | 85 |
|
|
2020
Q3 | $222K | Hold |
4,875
| – | – | 0.09% | 84 |
|
|
2020
Q2 | $210K | Buy |
+4,875
| New | +$210K | 0.1% | 79 |
|
|
2020
Q1 | – | Sell |
-4,875
| Closed | -$210K | – | 81 |
|
|
2019
Q4 | $210K | Buy |
+4,875
| New | +$210K | 0.12% | 76 |
|