Family 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	$46.2K	Hold	750	–	–	0.01%	276
2025 Q4	$48.8K	Hold	750	–	–	0.01%	254
2025 Q3	$44K	Hold	750	–	–	0.01%	236
2025 Q2	$42.4K	Hold	750	–	–	0.01%	206
2025 Q1	$45.7K	Hold	750	–	–	0.01%	191
2024 Q4	$43.7K	Hold	750	–	–	0.01%	174
2024 Q3	$48.8K	Hold	750	–	–	0.01%	172
2024 Q2	$46K	Hold	750	–	–	0.01%	156
2024 Q1	$46.4K	Hold	750	–	–	0.01%	160
2023 Q4	$42.9K	Hold	750	–	–	0.01%	153
2023 Q3	$40.5K	Hold	750	–	–	0.01%	144
2023 Q2	$42K	Hold	750	–	–	0.01%	150
2023 Q1	$41K	Hold	750	–	–	0.01%	137
2022 Q4	$42.6K	Hold	750	–	–	0.01%	154
2022 Q3	$38K	Hold	750	–	–	0.01%	146
2022 Q2	$40K	Hold	750	–	–	0.01%	158
2022 Q1	$43K	Hold	750	–	–	0.01%	159
2021 Q4	$45K	Hold	750	–	–	0.01%	172
2021 Q3	$41K	Hold	750	–	–	0.01%	168
2021 Q2	$41K	Hold	750	–	–	0.01%	188
2021 Q1	$38K	Sell	750 -4,615	-86%	-$232K	0.01%	158
2020 Q4	$264K	Hold	5,365	–	–	0.09%	124
2020 Q3	$244K	Sell	5,365 -1,800	-25%	-$81.5K	0.11%	101
2020 Q2	$309K	Hold	7,165	–	–	0.13%	106
2020 Q1	$269K	Hold	7,165	–	–	0.13%	103
2019 Q4	$309K	Hold	7,165	–	–	0.11%	116
2019 Q3	$271K	Hold	7,165	–	–	0.1%	113
2019 Q2	$280K	Hold	7,165	–	–	0.11%	104
2019 Q1	$278K	Hold	7,165	–	–	0.12%	108
2018 Q4	$259K	Buy	+7,165	New	+$275K	0.11%	102