Trek Financial’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
2024
Q1
Sell
-24,160
Closed -$1.38M 412
2023
Q4
$1.38M Buy
+24,160
New +$1.38M 0.12% 110
2022
Q1
Sell
-3,400
Closed -$204K 252
2021
Q4
$204K Buy
+3,400
New +$204K 0.02% 200