Ownership history in ETFIDEA, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which ETFIDEA, LLC reported a position in ISHARES TR (IYH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | ADDED | 98,477 | +1,119 | +1.1% | 2.03% | $6.4M | $63.76 |
| 2024 Q2 | ADDED | 97,358 | +928 | +1.0% | 2.02% | $6.0M | $59.89 |
| 2024 Q1 | ADDED | 96,430 | +77,226 | +402.1% | 2.03% | $6.0M | $60.38 |
| 2023 Q4 | REDUCED | 19,204 | -973 | -4.8% | 2.07% | $5.5M | $55.69 |
| 2023 Q3 | REDUCED | 20,177 | -11 | -0.1% | 2.31% | $5.4M | $52.38 |
| 2023 Q2 | ADDED | 20,188 | +343 | +1.7% | 2.31% | $5.7M | $54.12 |
| 2023 Q1 | ADDED | 19,845 | +13 | +0.1% | 2.36% | $5.4M | $52.63 |
| 2022 Q4 | INITIATED | 19,832 | — | — | 2.59% | $5.0M | — |
As of 2025 Q4 — sorted by position size