Smith Salley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,510
| Closed | -$214K | – | 261 |
|
|
2025
Q1 | $214K | Hold |
3,510
| – | – | 0.01% | 231 |
|
|
2024
Q4 | $205K | Hold |
3,510
| – | – | 0.01% | 242 |
|
|
2024
Q3 | $228K | Hold |
3,510
| – | – | 0.01% | 228 |
|
|
2024
Q2 | $215K | Hold |
3,510
| – | – | 0.02% | 221 |
|
|
2024
Q1 | $217K | Hold |
3,510
| – | – | 0.02% | 217 |
|
|
2023
Q4 | $201K | Buy |
+3,510
| New | +$201K | 0.01% | 240 |
|