Curi RMB Capital’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 Q1	–	Sell	-6,721	Closed	-$392K	–	511
2024 Q4	$392K	Buy	+6,721	New	+$415K	0.01%	432
2022 Q4	–	Sell	-4,275	Closed	-$216K	–	482
2022 Q3	$216K	Sell	4,275 -1,300	-23%	-$70.2K	0.01%	448
2022 Q2	$300K	Buy	5,575 +15	+0.3%	+$823	0.01%	409
2022 Q1	$321K	Sell	5,560 -365	-6%	-$20.4K	0.01%	379
2021 Q4	$356K	Buy	5,925 +35	+0.6%	+$2K	0.01%	383
2021 Q3	$325K	Hold	5,890	–	–	0.01%	387
2021 Q2	$322K	Buy	5,890 +25	+0.4%	+$1.32K	0.01%	404
2021 Q1	$296K	Hold	5,865	–	–	0.01%	399
2020 Q4	$289K	Buy	5,865 +390	+7%	+$18.4K	0.01%	508
2020 Q3	$249K	Buy	5,475 +20	+0.4%	+$905	0.01%	529
2020 Q2	$235K	Buy	5,455 +35	+0.6%	+$1.48K	0.01%	514
2020 Q1	$204K	Hold	5,420	–	–	0.01%	562
2019 Q4	$234K	Buy	5,420 +40	+0.7%	+$1.61K	0.01%	597
2019 Q3	$203K	Hold	5,380	–	–	0.01%	667
2019 Q2	$210K	Buy	5,380 +15	+0.3%	+$568	0.01%	693
2019 Q1	$208K	Buy	+5,365	New	+$204K	0.01%	732
2018 Q4	–	Sell	-5,280	Closed	-$214K	–	944
2018 Q3	$214K	Buy	+5,280	New	+$204K	0.01%	817