Ropes Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $263K | Hold |
4,875
| – | – | 0.05% | 226 |
|
|
2023
Q2 | $273K | Hold |
4,875
| – | – | 0.05% | 232 |
|
|
2023
Q1 | $266K | Hold |
4,875
| – | – | 0.05% | 236 |
|
|
2022
Q4 | $277K | Hold |
4,875
| – | – | 0.05% | 226 |
|
|
2022
Q3 | $247K | Hold |
4,875
| – | – | 0.05% | 219 |
|
|
2022
Q2 | $262K | Hold |
4,875
| – | – | 0.05% | 229 |
|
|
2022
Q1 | $282K | Hold |
4,875
| – | – | 0.05% | 248 |
|
|
2021
Q4 | $293K | Hold |
4,875
| – | – | 0.05% | 224 |
|
|
2021
Q3 | $269K | Hold |
4,875
| – | – | 0.04% | 242 |
|
|
2021
Q2 | $266K | Hold |
4,875
| – | – | 0.04% | 239 |
|
|
2021
Q1 | $257K | Hold |
4,875
| – | – | 0.05% | 218 |
|
|
2020
Q4 | $240K | Buy |
4,875
+4,790
| +5,635% | +$236K | 0.04% | 210 |
|
|
2020
Q3 | $4K | Buy |
+85
| New | +$4K | ﹤0.01% | 569 |
|