SWA
Sax Wealth 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 | $378K | Buy |
6,700
+1,330
| +25% | +$75.1K | 0.02% | 299 |
|
|
2025
Q1 | $327K | Hold |
5,370
| – | – | 0.02% | 279 |
|
|
2024
Q4 | $313K | Hold |
5,370
| – | – | 0.02% | 256 |
|
|
2024
Q3 | $349K | Hold |
5,370
| – | – | 0.03% | 205 |
|
|
2024
Q2 | $329K | Buy |
+5,370
| New | +$329K | 0.03% | 197 |
|