Dynamic Advisor Solutions’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
2023 Q1	–	Sell	-3,825	Closed	-$217K	–	780
2022 Q4	$217K	Buy	+3,825	New	+$211K	0.01%	646
2022 Q3	–	Sell	-3,825	Closed	-$206K	–	718
2022 Q2	$206K	Buy	+3,825	New	+$210K	0.02%	644
2021 Q4	–	Sell	-3,710	Closed	-$205K	–	764
2021 Q3	$205K	Sell	3,710 -125	-3%	-$7.15K	0.02%	692
2021 Q2	$209K	Buy	+3,835	New	+$203K	0.02%	660
2021 Q1	–	Sell	-4,425	Closed	-$218K	–	727
2020 Q4	$218K	Hold	4,425	–	–	0.02%	575
2020 Q3	$201K	Buy	+4,425	New	+$200K	0.02%	528
2018 Q4	–	Sell	-60,315	Closed	-$2.45M	–	434
2018 Q3	$2.45M	Buy	60,315 +23,685	+65%	+$914K	0.51%	49
2018 Q2	$1.31M	Buy	36,630 +2,040	+6%	+$71.9K	0.3%	101
2018 Q1	$1.19M	Buy	+34,590	New	+$1.24M	0.31%	98