CFM Wealth Partners’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	$620K	Hold	10,060	–	–	0.09%	93
2025 Q4	$655K	Hold	10,060	–	–	0.09%	89
2025 Q3	$591K	Hold	10,060	–	–	0.09%	94
2025 Q2	$568K	Hold	10,060	–	–	0.09%	89
2025 Q1	$613K	Hold	10,060	–	–	0.11%	90
2024 Q4	$586K	Hold	10,060	–	–	0.1%	92
2024 Q3	$654K	Hold	10,060	–	–	0.11%	92
2024 Q2	$616K	Hold	10,060	–	–	0.11%	95
2024 Q1	$623K	Hold	10,060	–	–	0.13%	97
2023 Q4	$576K	Hold	10,060	–	–	0.13%	100
2023 Q3	$543K	Hold	10,060	–	–	0.14%	91
2023 Q2	$564K	Hold	10,060	–	–	0.14%	103
2023 Q1	$549K	Hold	10,060	–	–	0.15%	101
2022 Q4	$571K	Hold	10,060	–	–	0.17%	102
2022 Q3	$509K	Hold	10,060	–	–	0.16%	95
2022 Q2	$541K	Hold	10,060	–	–	0.16%	103
2022 Q1	$581K	Hold	10,060	–	–	0.14%	103
2021 Q4	$599K	Hold	10,060	–	–	0.13%	107
2021 Q3	$555K	Hold	10,060	–	–	0.14%	105
2021 Q2	$549K	Hold	10,060	–	–	0.15%	96
2021 Q1	$508K	Buy	+10,060	New	+$506K	0.15%	97
2020 Q3	–	Sell	-245	Closed	-$10K	–	316
2020 Q2	$10K	Hold	245	–	–	﹤0.01%	397
2020 Q1	$9K	Sell	245 -560	-70%	-$23K	﹤0.01%	442
2019 Q4	$36K	Buy	+805	New	+$32.5K	0.01%	307