Trillium Asset Management’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $223K | Hold |
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|
2025
Q1 | $240K | Hold |
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|
2024
Q4 | $230K | Hold |
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|
2024
Q3 | $256K | Hold |
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|
2024
Q2 | $241K | Hold |
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|
2024
Q1 | $244K | Hold |
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|
2023
Q4 | $226K | Sell |
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|
2023
Q3 | $216K | Hold |
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|
2023
Q2 | $224K | Hold |
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|
2023
Q1 | $225K | Hold |
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|
2022
Q4 | $227K | Hold |
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|
2022
Q3 | $202K | Hold |
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|
2022
Q2 | $215K | Sell |
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|
2022
Q1 | $241K | Hold |
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|
2021
Q4 | $250K | Hold |
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|
2021
Q3 | $230K | Sell |
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|
2021
Q2 | $238K | Hold |
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|
2021
Q1 | $220K | Hold |
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|
2020
Q4 | $215K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $256K | Sell |
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|
2020
Q1 | $231K | Hold |
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|
2019
Q4 | $265K | Hold |
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|
2019
Q3 | $233K | Hold |
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|
2019
Q2 | $240K | Hold |
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|
2019
Q1 | $238K | Hold |
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|
2018
Q4 | $222K | Hold |
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|
2018
Q3 | $250K | Hold |
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|
2018
Q2 | $219K | Hold |
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|
2018
Q1 | $212K | Hold |
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|
2017
Q4 | $214K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $201K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $221K | Sell |
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|
2015
Q1 | $227K | Sell |
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|
2014
Q4 | $226K | Hold |
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|
2014
Q3 | $211K | Sell |
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|
2014
Q2 | $217K | Sell |
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|
2014
Q1 | $213K | Sell |
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|
2013
Q4 | $204K | Buy |
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