Eldridge Investment Advisors’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	–	Sell	-3,888	Closed	-$237K	–	160
2025 Q1	$237K	Sell	3,888 -2,350	-38%	-$144K	0.05%	145
2024 Q4	$363K	Sell	6,238 -773	-11%	-$47.8K	0.08%	122
2024 Q3	$456K	Buy	7,011 +500	+8%	+$31.9K	0.11%	111
2024 Q2	$399K	Hold	6,511	–	–	0.1%	110
2024 Q1	$403K	Buy	6,511 +1	+0%	+$60	0.1%	113
2023 Q4	$373K	Sell	6,510 -95	-1%	-$5.17K	0.1%	111
2023 Q3	$357K	Sell	6,605 -900	-12%	-$50.3K	0.12%	104
2023 Q2	$421K	Hold	7,505	–	–	0.14%	93
2023 Q1	$410K	Buy	7,505 +5	+0.1%	+$274	0.14%	92
2022 Q4	$426K	Hold	7,500	–	–	0.15%	89
2022 Q3	$380K	Hold	7,500	–	–	0.15%	91
2022 Q2	$403K	Hold	7,500	–	–	0.15%	82
2022 Q1	$433K	Hold	7,500	–	–	0.15%	84
2021 Q4	$451K	Buy	7,500 +500	+7%	+$28.6K	0.15%	88
2021 Q3	$386K	Buy	7,000 +200	+3%	+$11.4K	0.14%	85
2021 Q2	$371K	Buy	6,800 +900	+15%	+$47.6K	0.13%	82
2021 Q1	$298K	Hold	5,900	–	–	0.12%	91
2020 Q4	$290K	Hold	5,900	–	–	0.12%	86
2020 Q3	$268K	Hold	5,900	–	–	0.13%	86
2020 Q2	$254K	Buy	+5,900	New	+$249K	0.13%	84