Capital Analysts LLC’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
2026 Q1	$5K	Buy	+77	New	+$4.97K	﹤0.01%	1362
2025 Q4	–	Sell	-151	Closed	-$9K	–	1491
2025 Q3	$9K	Buy	151 +1	+0.7%	+$57	﹤0.01%	1226
2025 Q2	$8K	Hold	150	–	–	﹤0.01%	1184
2025 Q1	$9K	Hold	150	–	–	﹤0.01%	1140
2024 Q4	$9K	Hold	150	–	–	﹤0.01%	1078
2024 Q3	$10K	Hold	150	–	–	﹤0.01%	1032
2024 Q2	$9K	Hold	150	–	–	﹤0.01%	969
2024 Q1	$9K	Hold	150	–	–	﹤0.01%	936
2023 Q4	$9K	Hold	150	–	–	﹤0.01%	909
2023 Q3	$8K	Sell	150 -460	-75%	-$25.7K	﹤0.01%	915
2023 Q2	$34K	Hold	610	–	–	﹤0.01%	643
2023 Q1	$33K	Hold	610	–	–	﹤0.01%	651
2022 Q4	$35K	Buy	+610	New	+$33.7K	﹤0.01%	675
2020 Q1	–	Sell	-275	Closed	-$12K	–	711
2019 Q4	$12K	Hold	275	–	–	﹤0.01%	532
2019 Q3	$10K	Hold	275	–	–	﹤0.01%	543
2019 Q2	$11K	Hold	275	–	–	﹤0.01%	520
2019 Q1	$10K	Hold	275	–	–	﹤0.01%	509
2018 Q4	$10K	Hold	275	–	–	﹤0.01%	466
2018 Q3	$11K	Hold	275	–	–	﹤0.01%	436
2018 Q2	$10K	Hold	275	–	–	﹤0.01%	468
2018 Q1	$9K	Hold	275	–	–	﹤0.01%	454
2017 Q4	$10K	Hold	275	–	–	﹤0.01%	390
2017 Q3	$9K	Buy	+275	New	+$9.27K	﹤0.01%	393
2016 Q4	–	Sell	-275	Closed	-$8.26K	–	373
2016 Q3	$8.26K	Buy	+275	New	+$8.4K	﹤0.01%	326
2016 Q2	–	Sell	-275	Closed	-$7.73K	–	359
2016 Q1	$7.73K	Hold	275	–	–	﹤0.01%	345
2015 Q4	$8.25K	Buy	+275	New	+$8.18K	﹤0.01%	353