B. Riley Wealth Advisors’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 Q3	–	Sell	-4,674	Closed	-$264K	–	1139
2025 Q2	$264K	Buy	+4,674	New	+$264K	0.01%	765
2024 Q4	$600K	Buy	10,289 +40	+0.4%	+$2.47K	0.02%	627
2024 Q3	$660K	Sell	10,249 -840	-8%	-$53.7K	0.02%	640
2024 Q2	$679K	Buy	11,089 +8,749	+374%	+$526K	0.02%	685
2024 Q1	$635K	Sell	2,340 -8,930	-79%	-$537K	0.02%	683
2023 Q4	$645K	Sell	11,270 -430	-4%	-$23.4K	0.02%	692
2023 Q3	$635K	Buy	11,700 +235	+2%	+$13.1K	0.02%	683
2023 Q2	$643K	Buy	11,465 +665	+6%	+$37K	0.01%	746
2023 Q1	$590K	Buy	10,800 +185	+2%	+$10.2K	0.02%	737
2022 Q4	$602K	Buy	10,615 +35	+0.3%	+$1.93K	0.02%	714
2022 Q3	$536K	Buy	10,580 +5,580	+112%	+$301K	0.02%	725
2022 Q2	$269K	Sell	5,000 -50	-1%	-$2.75K	0.01%	924
2022 Q1	$292K	Sell	5,050 -2,780	-36%	-$155K	0.01%	1026
2021 Q4	$471K	Buy	7,830 +55	+0.7%	+$3.14K	0.01%	841
2021 Q3	$429K	Sell	7,775 -75	-1%	-$4.29K	0.01%	856
2021 Q2	$429K	Buy	7,850 +35	+0.4%	+$1.85K	0.01%	845
2021 Q1	$395K	Buy	+7,815	New	+$393K	0.01%	848
2015 Q1	–	Sell	-18,940	Closed	-$546	–	1283
2014 Q4	$546	Buy	18,940 +1,005	+6%	+$28.3K	0.01%	890
2014 Q3	$482K	Buy	17,935 +11,675	+187%	+$308K	0.13%	214
2014 Q2	$161K	Buy	+6,260	New	+$155K	0.04%	527