Waverly Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $204K | Sell |
3,612
-43
| -1% | -$2.43K | ﹤0.01% | 1115 |
|
|
2025
Q1 | $223K | Buy |
+3,655
| New | +$223K | ﹤0.01% | 1026 |
|
|
2024
Q3 | – | Sell |
-5,173
| Closed | -$317K | – | 817 |
|
|
2024
Q2 | $317K | Buy |
+5,173
| New | +$317K | 0.01% | 656 |
|
|
2023
Q1 | – | Sell |
-6,900
| Closed | -$391K | – | 302 |
|
|
2022
Q4 | $391K | Buy |
+6,900
| New | +$391K | 0.02% | 203 |
|
|
2015
Q4 | – | Sell |
-2,000
| Closed | -$56K | – | 264 |
|
|
2015
Q3 | $56K | Buy |
+2,000
| New | +$56K | 0.04% | 122 |
|
|
2015
Q1 | – | Sell |
-5,000
| Closed | -$144K | – | 387 |
|
|
2014
Q4 | $144K | Buy |
+5,000
| New | +$144K | 0.07% | 61 |
|