WWA
WCG Wealth 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 | $839K | Buy |
14,855
+425
| +3% | +$24K | 0.05% | 242 |
|
|
2025
Q1 | $879K | Buy |
14,430
+710
| +5% | +$43.2K | 0.07% | 209 |
|
|
2024
Q4 | $799K | Sell |
13,720
-900
| -6% | -$52.4K | 0.05% | 231 |
|
|
2024
Q3 | $950K | Sell |
14,620
-75
| -0.5% | -$4.87K | 0.06% | 226 |
|
|
2024
Q2 | $900K | Buy |
14,695
+1,700
| +13% | +$104K | 0.07% | 204 |
|
|
2024
Q1 | $804K | Buy |
+12,995
| New | +$804K | 0.07% | 199 |
|