SageView Advisory Group’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-5,907
| Closed | -$634K | – | 627 |
|
|
2024
Q1 | $634K | Buy |
5,907
+502
| +9% | +$53.9K | 0.03% | 275 |
|
|
2023
Q4 | $318K | Buy |
5,405
+225
| +4% | +$13.3K | 0.01% | 493 |
|
|
2023
Q3 | $280K | Sell |
5,180
-1,935
| -27% | -$105K | 0.02% | 436 |
|
|
2023
Q2 | $399K | Buy |
+7,115
| New | +$399K | 0.02% | 391 |
|