Cresset Asset 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
2026 Q1	$796K	Sell	12,908 -481	-4%	-$31.1K	﹤0.01%	882
2025 Q4	$872K	Buy	13,389 +3,379	+34%	+$213K	﹤0.01%	842
2025 Q3	$588K	Hold	10,010	–	–	﹤0.01%	949
2025 Q2	$565K	Sell	10,010 -1,677	-14%	-$94.6K	﹤0.01%	879
2025 Q1	$712K	Sell	11,687 -1,878	-14%	-$115K	﹤0.01%	912
2024 Q4	$790K	Sell	13,565 -4,182	-24%	-$258K	﹤0.01%	891
2024 Q3	$1.15M	Buy	17,747 +3,231	+22%	+$206K	﹤0.01%	1085
2024 Q2	$889K	Buy	14,516 +406	+3%	+$24.4K	﹤0.01%	1133
2024 Q1	$873K	Buy	14,110 +7,225	+105%	+$434K	﹤0.01%	1045
2023 Q4	$394K	Sell	6,885 -17,400	-72%	-$947K	﹤0.01%	1349
2023 Q3	$1.31M	Hold	24,285	–	–	0.01%	716
2023 Q2	$1.36M	Buy	24,285 +13,665	+129%	+$759K	0.01%	794
2023 Q1	$580K	Buy	10,620 +4,145	+64%	+$227K	0.01%	455
2022 Q4	$280K	Buy	6,475 +2,175	+51%	+$120K	﹤0.01%	545
2022 Q3	$217K	Hold	4,300	–	–	﹤0.01%	770
2022 Q2	$231K	Buy	+4,300	New	+$236K	﹤0.01%	788