Congress Wealth Management’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	$2.55M	Buy	45,116 +9,198	+26%	+$519K	0.02%	517
2025 Q1	$2.19M	Sell	35,918 -5,807	-14%	-$355K	0.03%	472
2024 Q4	$2.43M	Sell	41,725 -4,110	-9%	-$254K	0.03%	384
2024 Q3	$2.98M	Buy	45,835 +2,872	+7%	+$184K	0.04%	371
2024 Q2	$2.63M	Sell	42,963 -18,058	-30%	-$1.09M	0.04%	320
2024 Q1	$3.78M	Buy	61,021 +176	+0.3%	+$10.6K	0.07%	255
2023 Q4	$3.48M	Buy	60,845 +1,420	+2%	+$77.3K	0.06%	256
2023 Q3	$3.21M	Sell	59,425 -14,895	-20%	-$832K	0.07%	260
2023 Q2	$4.17M	Buy	74,320 +16,855	+29%	+$937K	0.1%	209
2023 Q1	$3.14M	Buy	+57,465	New	+$3.15M	0.08%	229
2022 Q4	–	Sell	-83,615	Closed	-$4.23M	–	570
2022 Q3	$4.23M	Buy	83,615 +40,995	+96%	+$2.21M	0.11%	193
2022 Q2	$2.29M	Buy	42,620 +3,520	+9%	+$193K	0.06%	269
2022 Q1	$2.26M	Buy	39,100 +5,050	+15%	+$282K	0.05%	287
2021 Q4	$2.05M	Buy	+34,050	New	+$1.95M	0.04%	308