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