SMA
Sage Mountain Advisors’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $130K | Hold |
2,300
| – | – | 0.01% | 426 |
|
|
2025
Q1 | $140K | Hold |
2,300
| – | – | 0.01% | 399 |
|
|
2024
Q4 | $134K | Hold |
2,300
| – | – | 0.01% | 394 |
|
|
2024
Q3 | $150K | Hold |
2,300
| – | – | 0.01% | 402 |
|
|
2024
Q2 | $141K | Hold |
2,300
| – | – | 0.01% | 352 |
|
|
2024
Q1 | $142K | Buy |
2,300
+1,840
| +400% | +$114K | 0.01% | 334 |
|
|
2023
Q4 | $132K | Hold |
460
| – | – | 0.02% | 279 |
|
|
2023
Q3 | $124K | Hold |
460
| – | – | 0.02% | 280 |
|
|
2023
Q2 | $129K | Hold |
460
| – | – | 0.02% | 270 |
|
|
2023
Q1 | $126K | Hold |
460
| – | – | 0.02% | 257 |
|
|
2022
Q4 | $131K | Hold |
460
| – | – | 0.03% | 185 |
|
|
2022
Q3 | $116K | Hold |
460
| – | – | 0.03% | 238 |
|
|
2022
Q2 | $124K | Hold |
460
| – | – | 0.02% | 492 |
|
|
2022
Q1 | $133K | Hold |
460
| – | – | 0.02% | 510 |
|
|
2021
Q4 | $138K | Hold |
460
| – | – | 0.02% | 566 |
|
|
2021
Q3 | $127K | Hold |
460
| – | – | 0.02% | 476 |
|
|
2021
Q2 | $126K | Hold |
460
| – | – | 0.02% | 428 |
|
|
2021
Q1 | $116K | Buy |
+460
| New | +$116K | 0.02% | 365 |
|