Wealth Enhancement Advisory Services’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 | $3.69M | Sell |
64,944
-26,335
| -29% | -$1.5M | 0.01% | 1043 |
|
|
2025
Q1 | $5.56M | Sell |
91,279
-75,055
| -45% | -$4.57M | 0.01% | 794 |
|
|
2024
Q4 | $9.69M | Buy |
166,334
+44,158
| +36% | +$2.57M | 0.02% | 566 |
|
|
2024
Q3 | $7.94M | Sell |
122,176
-6,426
| -5% | -$418K | 0.02% | 588 |
|
|
2024
Q2 | $7.88M | Buy |
128,602
+11,103
| +9% | +$680K | 0.02% | 554 |
|
|
2024
Q1 | $7.27M | Buy |
117,499
+4,554
| +4% | +$282K | 0.02% | 562 |
|
|
2023
Q4 | $6.47M | Buy |
112,945
+10,150
| +10% | +$581K | 0.02% | 538 |
|
|
2023
Q3 | $5.55M | Buy |
+102,795
| New | +$5.55M | 0.02% | 554 |
|