EWM

Edge Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-370	Closed	-$111K	–	274
2021 Q4	$111K	Hold	370	–	–	0.02%	128
2021 Q3	$102K	Hold	370	–	–	0.02%	131
2021 Q2	$101K	Hold	370	–	–	0.02%	135
2021 Q1	$93K	Hold	370	–	–	0.02%	145
2020 Q4	$91K	Hold	370	–	–	0.02%	142
2020 Q3	$84K	Hold	370	–	–	0.02%	160
2020 Q2	$80K	Hold	370	–	–	0.02%	224
2020 Q1	$70K	Hold	370	–	–	0.02%	203
2019 Q4	$80K	Hold	370	–	–	0.02%	216
2019 Q3	$69K	Hold	370	–	–	0.02%	218
2019 Q2	$72K	Hold	370	–	–	0.02%	223
2019 Q1	$72K	Hold	370	–	–	0.02%	207
2018 Q4	$67K	Hold	370	–	–	0.02%	219
2018 Q3	$75K	Hold	370	–	–	0.02%	222
2018 Q2	$66K	Hold	370	–	–	0.02%	219
2018 Q1	$64K	Hold	370	–	–	0.02%	205
2017 Q4	$64K	Hold	370	–	–	0.02%	201
2017 Q3	$63K	Hold	370	–	–	0.02%	201
2017 Q2	$62K	Hold	370	–	–	0.02%	202
2017 Q1	$58K	Hold	370	–	–	0.02%	197
2016 Q4	$53K	Hold	370	–	–	0.02%	183
2016 Q3	$56K	Hold	370	–	–	0.02%	171
2016 Q2	$55K	Hold	370	–	–	0.02%	165
2016 Q1	$52K	Sell	370 -300	-45%	-$42.2K	0.02%	170
2015 Q4	$101K	Hold	670	–	–	0.04%	141
2015 Q3	$93K	Hold	670	–	–	0.04%	138
2015 Q2	$106K	Hold	670	–	–	0.04%	138
2015 Q1	$104K	Hold	670	–	–	0.03%	132
2014 Q4	$97K	Hold	670	–	–	0.04%	146
2014 Q3	$90K	Hold	670	–	–	0.03%	136
2014 Q2	$86K	Hold	670	–	–	0.04%	142
2014 Q1	$82K	Hold	670	–	–	0.03%	141
2013 Q4	$78K	Hold	670	–	–	0.04%	139
2013 Q3	$72K	Hold	670	–	–	0.04%	117
2013 Q2	$68K	Buy	+670	New	+$68K	0.05%	108