TLA
Tanglewood Legacy 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 | – | Sell |
-110
| Closed | -$6.7K | – | 292 |
|
|
2025
Q1 | $6.7K | Hold |
110
| – | – | ﹤0.01% | 263 |
|
|
2024
Q4 | $6.41K | Hold |
110
| – | – | ﹤0.01% | 264 |
|
|
2024
Q3 | $7.15K | Hold |
110
| – | – | ﹤0.01% | 249 |
|
|
2024
Q2 | $6.74K | Sell |
110
-300
| -73% | -$18.4K | ﹤0.01% | 251 |
|
|
2024
Q1 | $25.4K | Buy |
410
+224
| +120% | +$13.9K | 0.01% | 204 |
|
|
2023
Q4 | $53.2K | Sell |
186
-4
| -2% | -$1.15K | 0.03% | 151 |
|
|
2023
Q3 | $51.3K | Hold |
190
| – | – | 0.03% | 153 |
|
|
2023
Q2 | $53.2K | Hold |
190
| – | – | 0.03% | 153 |
|
|
2023
Q1 | $51.9K | Hold |
190
| – | – | 0.03% | 149 |
|
|
2022
Q4 | $53.9K | Buy |
+190
| New | +$53.9K | 0.04% | 125 |
|