Clifford Swan Investment Counsel’s iShares US Healthcare ETF IYH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$319K	Hold	5,647	–	–	0.01%	254
2025 Q1	$344K	Hold	5,647	–	–	0.01%	245
2024 Q4	$329K	Hold	5,647	–	–	0.01%	256
2024 Q3	$367K	Hold	5,647	–	–	0.01%	251
2024 Q2	$346K	Buy	5,647 +647	+13%	+$39.6K	0.01%	249
2024 Q1	$310K	Hold	5,000	–	–	0.01%	260
2023 Q4	$286K	Hold	5,000	–	–	0.01%	267
2023 Q3	$270K	Hold	5,000	–	–	0.01%	260
2023 Q2	$280K	Hold	5,000	–	–	0.01%	267
2023 Q1	$273K	Hold	5,000	–	–	0.01%	266
2022 Q4	$284K	Hold	5,000	–	–	0.01%	261
2022 Q3	$253K	Hold	5,000	–	–	0.01%	272
2022 Q2	$269K	Hold	5,000	–	–	0.01%	280
2022 Q1	$289K	Hold	5,000	–	–	0.01%	283
2021 Q4	$300K	Hold	5,000	–	–	0.01%	286
2021 Q3	$289K	Hold	5,000	–	–	0.01%	291
2021 Q2	$289K	Hold	5,000	–	–	0.01%	279
2021 Q1	$252K	Hold	5,000	–	–	0.01%	296
2020 Q4	$246K	Hold	5,000	–	–	0.01%	290
2020 Q3	$227K	Hold	5,000	–	–	0.01%	287
2020 Q2	$216K	Buy	+5,000	New	+$216K	0.01%	286
2020 Q1	–	Sell	-5,000	Closed	-$216K	–	313
2019 Q4	$216K	Buy	+5,000	New	+$216K	0.01%	302
2018 Q4	–	Sell	-5,500	Closed	-$223K	–	309
2018 Q3	$223K	Buy	+5,500	New	+$223K	0.01%	294