TW
Transform Wealth’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,178
| Closed | -$562K | – | 227 |
|
|
2024
Q2 | $562K | Sell |
9,178
-1,139
| -11% | -$69.8K | 0.04% | 141 |
|
|
2024
Q1 | $639K | Buy |
10,317
+6,146
| +147% | +$380K | 0.06% | 136 |
|
|
2023
Q4 | $1.19M | Sell |
4,171
-879
| -17% | -$252K | 0.12% | 128 |
|
|
2023
Q3 | $1.37M | Buy |
5,050
+200
| +4% | +$54.3K | 0.14% | 114 |
|
|
2023
Q2 | $1.36M | Buy |
4,850
+196
| +4% | +$54.9K | 0.12% | 121 |
|
|
2023
Q1 | $1.27M | Buy |
4,654
+93
| +2% | +$25.4K | 0.12% | 119 |
|
|
2022
Q4 | $1.29M | Sell |
4,561
-144
| -3% | -$40.9K | 0.15% | 115 |
|
|
2022
Q3 | $1.19M | Buy |
4,705
+141
| +3% | +$35.7K | 0.15% | 89 |
|
|
2022
Q2 | $1.23M | Buy |
4,564
+60
| +1% | +$16.1K | 0.18% | 88 |
|
|
2022
Q1 | $1.3M | Buy |
+4,504
| New | +$1.3M | 0.15% | 98 |
|
|
2020
Q4 | – | Sell |
-2,768
| Closed | -$629K | – | 213 |
|
|
2020
Q3 | $629K | Buy |
2,768
+7
| +0.3% | +$1.59K | 0.1% | 131 |
|
|
2020
Q2 | $595K | Buy |
+2,761
| New | +$595K | 0.1% | 138 |
|
|
2019
Q2 | – | Sell |
-4,931
| Closed | -$955K | – | 235 |
|
|
2019
Q1 | $955K | Buy |
4,931
+2,306
| +88% | +$447K | 0.18% | 113 |
|
|
2018
Q4 | $475K | Buy |
2,625
+39
| +2% | +$7.06K | 0.1% | 135 |
|
|
2018
Q3 | $525K | Buy |
2,586
+175
| +7% | +$35.5K | 0.09% | 143 |
|
|
2018
Q2 | $430K | Buy |
2,411
+130
| +6% | +$23.2K | 0.08% | 164 |
|
|
2018
Q1 | $394K | Sell |
2,281
-19
| -0.8% | -$3.28K | 0.07% | 184 |
|
|
2017
Q4 | $401K | Buy |
2,300
+179
| +8% | +$31.2K | 0.07% | 197 |
|
|
2017
Q3 | $365K | Buy |
+2,121
| New | +$365K | 0.13% | 167 |
|