Atria Wealth Solutions’s iShares US Healthcare ETF IYH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-3,298	Closed	-$201K	–	1702
2025 Q1	$201K	Sell	3,298 -1,455	-31%	-$88.9K	﹤0.01%	1718
2024 Q4	$277K	Sell	4,753 -25,344	-84%	-$1.57M	﹤0.01%	1611
2024 Q3	$1.96M	Sell	30,097 -1,574	-5%	-$101K	0.02%	645
2024 Q2	$1.94M	Sell	31,671 -8,265	-21%	-$497K	0.02%	632
2024 Q1	$2.47M	Buy	39,936 +2,911	+8%	+$175K	0.03%	570
2023 Q4	$2.12M	Sell	37,025 -9,980	-21%	-$543K	0.03%	586
2023 Q3	$2.55M	Sell	47,005 -520	-1%	-$29.1K	0.04%	486
2023 Q2	$2.66M	Sell	47,525 -2,475	-5%	-$138K	0.04%	477
2023 Q1	$2.73M	Sell	50,000 -1,555	-3%	-$85.3K	0.04%	437
2022 Q4	$2.93M	Buy	51,555 +2,805	+6%	+$155K	0.05%	389
2022 Q3	$2.47M	Buy	48,750 +8,140	+20%	+$440K	0.04%	409
2022 Q2	$2.19M	Buy	40,610 +2,440	+6%	+$134K	0.04%	413
2022 Q1	$2.21M	Buy	+38,170	New	+$2.13M	0.04%	459