SWA
SOA 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 | $1.13M | Sell |
19,925
-297
| -1% | -$16.8K | 0.21% | 72 |
|
|
2025
Q1 | $1.23M | Sell |
20,222
-180
| -0.9% | -$11K | 0.26% | 65 |
|
|
2024
Q4 | $1.19M | Sell |
20,402
-217
| -1% | -$12.6K | 0.22% | 67 |
|
|
2024
Q3 | $1.34M | Sell |
20,619
-125
| -0.6% | -$8.13K | 0.26% | 66 |
|
|
2024
Q2 | $1.27M | Sell |
20,744
-2,758
| -12% | -$169K | 0.26% | 65 |
|
|
2024
Q1 | $1.45M | Buy |
23,502
+18,757
| +395% | +$1.16M | 0.3% | 57 |
|
|
2023
Q4 | $1.36M | Sell |
4,745
-90
| -2% | -$25.8K | 0.3% | 59 |
|
|
2023
Q3 | $1.31M | Sell |
4,835
-17
| -0.4% | -$4.59K | 0.32% | 57 |
|
|
2023
Q2 | $1.36M | Sell |
4,852
-7
| -0.1% | -$1.96K | 0.32% | 57 |
|
|
2023
Q1 | $1.33M | Buy |
4,859
+29
| +0.6% | +$7.92K | 0.33% | 57 |
|
|
2022
Q4 | $1.37M | Buy |
4,830
+255
| +6% | +$72.3K | 0.37% | 55 |
|
|
2022
Q3 | $1.16M | Buy |
4,575
+338
| +8% | +$85.5K | 0.35% | 56 |
|
|
2022
Q2 | $1.14M | Sell |
4,237
-229
| -5% | -$61.6K | 0.34% | 57 |
|
|
2022
Q1 | $1.29M | Buy |
4,466
+796
| +22% | +$230K | 0.31% | 64 |
|
|
2021
Q4 | $1.11M | Sell |
3,670
-158
| -4% | -$47.7K | 0.27% | 66 |
|
|
2021
Q3 | $1.06M | Sell |
3,828
-5
| -0.1% | -$1.38K | 0.27% | 65 |
|
|
2021
Q2 | $1.05M | Sell |
3,833
-257
| -6% | -$70.1K | 0.27% | 64 |
|
|
2021
Q1 | $1.03M | Sell |
4,090
-60
| -1% | -$15.1K | 0.29% | 63 |
|
|
2020
Q4 | $1.06M | Buy |
+4,150
| New | +$1.06M | 0.29% | 62 |
|