Weaver Consulting Group’s iShares US Healthcare ETF IYH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $402K | Sell |
7,110
-1,000
| -12% | -$56.5K | 0.11% | 144 |
|
2025
Q1 | $494K | Hold |
8,110
| – | – | 0.15% | 120 |
|
2024
Q4 | $473K | Buy |
8,110
+2,450
| +43% | +$143K | 0.15% | 119 |
|
2024
Q3 | $368K | Hold |
5,660
| – | – | 0.12% | 141 |
|
2024
Q2 | $347K | Hold |
5,660
| – | – | 0.12% | 136 |
|
2024
Q1 | $350K | Hold |
5,660
| – | – | 0.13% | 139 |
|
2023
Q4 | $324K | Hold |
5,660
| – | – | 0.13% | 135 |
|
2023
Q3 | $306K | Hold |
5,660
| – | – | 0.14% | 134 |
|
2023
Q2 | $317K | Sell |
5,660
-100
| -2% | -$5.61K | 0.14% | 133 |
|
2023
Q1 | $315K | Sell |
5,760
-1,850
| -24% | -$101K | 0.14% | 135 |
|
2022
Q4 | $432K | Hold |
7,610
| – | – | 0.22% | 87 |
|
2022
Q3 | $385K | Hold |
7,610
| – | – | 0.22% | 93 |
|
2022
Q2 | $409K | Hold |
7,610
| – | – | 0.23% | 89 |
|
2022
Q1 | $440K | Hold |
7,610
| – | – | 0.21% | 87 |
|
2021
Q4 | $457K | Hold |
7,610
| – | – | 0.22% | 81 |
|
2021
Q3 | $420K | Hold |
7,610
| – | – | 0.23% | 90 |
|
2021
Q2 | $415K | Buy |
7,610
+1,725
| +29% | +$94.1K | 0.23% | 89 |
|
2021
Q1 | $297K | Hold |
5,885
| – | – | 0.18% | 100 |
|
2020
Q4 | $289K | Sell |
5,885
-580
| -9% | -$28.5K | 0.18% | 100 |
|
2020
Q3 | $294K | Hold |
6,465
| – | – | 0.17% | 84 |
|
2020
Q2 | $279K | Buy |
6,465
+595
| +10% | +$25.7K | 0.16% | 88 |
|
2020
Q1 | $221K | Buy |
5,870
+500
| +9% | +$18.8K | 0.14% | 96 |
|
2019
Q4 | $203K | Sell |
5,370
-390
| -7% | -$14.7K | 0.11% | 112 |
|
2019
Q3 | $224K | Sell |
5,760
-525
| -8% | -$20.4K | 0.12% | 94 |
|
2019
Q2 | $245K | Buy |
6,285
+365
| +6% | +$14.2K | 0.13% | 90 |
|
2019
Q1 | $227K | Buy |
+5,920
| New | +$227K | 0.06% | 201 |
|