RDFA
Ritter Daniher Financial Advisory’s iShares US Healthcare ETF IYH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $22.6K | Hold |
400
| – | – | 0.01% | 221 |
|
2025
Q1 | $24.4K | Hold |
400
| – | – | 0.01% | 207 |
|
2024
Q4 | $23.3K | Hold |
400
| – | – | 0.01% | 202 |
|
2024
Q3 | $26K | Hold |
400
| – | – | 0.01% | 195 |
|
2024
Q2 | $24.5K | Sell |
400
-100
| -20% | -$6.13K | 0.01% | 189 |
|
2024
Q1 | $31K | Buy |
500
+400
| +400% | +$24.8K | 0.01% | 178 |
|
2023
Q4 | $28.6K | Sell |
100
-53
| -35% | -$15.2K | 0.01% | 177 |
|
2023
Q3 | $41.3K | Hold |
153
| – | – | 0.02% | 156 |
|
2023
Q2 | $42.9K | Buy |
+153
| New | +$42.9K | 0.02% | 144 |
|
2021
Q1 | – | Sell |
-190
| Closed | -$47K | – | 195 |
|
2020
Q4 | $47K | Buy |
+190
| New | +$47K | 0.04% | 95 |
|