Ferguson Wellman Capital Management’s iShares US Healthcare ETF IYH Stock Holding History

Ferguson Wellman Capital Management’s Portfolio IYH Stock Details IYH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$574K	Sell	9,320 -25	-0.3%	-$1.61K	0.01%	277
2025 Q4	$608K	Sell	9,345 -178	-2%	-$11.2K	0.01%	231
2025 Q3	$559K	Sell	9,523 -126	-1%	-$7.18K	0.01%	242
2025 Q2	$545K	Sell	9,649 -189,426	-95%	-$10.7M	0.01%	232
2025 Q1	$12.1M	Buy	199,075 +191,032	+2,375%	+$11.7M	0.24%	71
2024 Q4	$469K	Hold	8,043	–	–	0.01%	249
2024 Q3	$523K	Hold	8,043	–	–	0.01%	243
2024 Q2	$493K	Sell	8,043 -597	-7%	-$35.9K	0.01%	245
2024 Q1	$535K	Sell	8,640 -50	-0.6%	-$3.01K	0.01%	248
2023 Q4	$497K	Sell	8,690 -3,050	-26%	-$166K	0.01%	253
2023 Q3	$634K	Sell	11,740 -435	-4%	-$24.3K	0.02%	216
2023 Q2	$682K	Buy	12,175 +2,350	+24%	+$131K	0.02%	218
2023 Q1	$537K	Sell	9,825 -40	-0.4%	-$2.19K	0.01%	247
2022 Q4	$560K	Sell	9,865 -123,325	-93%	-$6.81M	0.01%	241
2022 Q3	$6.74M	Buy	133,190 +126,150	+1,792%	+$6.81M	0.26%	65
2022 Q2	$379K	Hold	7,040	–	–	0.01%	248
2022 Q1	$407K	Hold	7,040	–	–	0.01%	261
2021 Q4	$423K	Sell	7,040 -250	-3%	-$14.3K	0.01%	257
2021 Q3	$402K	Sell	7,290 -75	-1%	-$4.29K	0.01%	263
2021 Q2	$402K	Hold	7,365	–	–	0.01%	260
2021 Q1	$372K	Sell	7,365 -600	-8%	-$30.2K	0.01%	262
2020 Q4	$392K	Sell	7,965 -1,800	-18%	-$85K	0.01%	300
2020 Q3	$444K	Sell	9,765 -2,050	-17%	-$92.8K	0.01%	270
2020 Q2	$510K	Sell	11,815 -350	-3%	-$14.8K	0.02%	247
2020 Q1	$457K	Sell	12,165 -8,100	-40%	-$333K	0.02%	232
2019 Q4	$874K	Hold	20,265	–	–	0.03%	225
2019 Q3	$766K	Sell	20,265 -3,750	-16%	-$144K	0.02%	231
2019 Q2	$938K	Sell	24,015 -17,375	-42%	-$658K	0.03%	204
2019 Q1	$1.6M	Sell	41,390 -36,985	-47%	-$1.41M	0.05%	179
2018 Q4	$2.83M	Buy	+78,375	New	+$3M	0.11%	149
2018 Q1	–	Sell	-8,500	Closed	-$296K	–	353
2017 Q4	$296K	Buy	+8,500	New	+$295K	0.01%	298