Ropes Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$263K Hold
2023
Q2
$273K Hold
2023
Q1
$266K Hold
2022
Q4
$277K Hold
2022
Q3
$247K Hold
2022
Q2
$262K Hold
2022
Q1
$282K Hold
2021
Q4
$293K Hold
2021
Q3
$269K Hold
2021
Q2
$266K Hold
2021
Q1
$257K Hold
2020
Q4
$240K Buy
2020
Q3
$4K Buy