Fort Point Capital Partners’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 Q3	–	Sell	-13,518	Closed	-$763K	–	266
2025 Q2	$763K	Sell	13,518 -1,730	-11%	-$97.6K	0.06%	176
2025 Q1	$928K	Sell	15,248 -278	-2%	-$17K	0.1%	135
2024 Q4	$905K	Sell	15,526 -318	-2%	-$19.6K	0.1%	136
2024 Q3	$1.03M	Buy	15,844 +203	+1%	+$13K	0.13%	113
2024 Q2	$958K	Buy	15,641 +1	+0%	+$60	0.12%	121
2024 Q1	$968K	Sell	15,640 -140	-0.9%	-$8.42K	0.13%	124
2023 Q4	$903K	Sell	15,780 -770	-5%	-$41.9K	0.13%	115
2023 Q3	$894K	Buy	16,550 +50	+0.3%	+$2.79K	0.14%	101
2023 Q2	$925K	Sell	16,500 -55,920	-77%	-$3.11M	0.13%	102
2023 Q1	$3.95M	Buy	72,420 +835	+1%	+$45.8K	0.6%	40
2022 Q4	$4.06M	Buy	71,585 +905	+1%	+$49.9K	0.63%	40
2022 Q3	$3.58M	Buy	70,680 +3,875	+6%	+$209K	0.6%	45
2022 Q2	$3.59M	Sell	66,805 -55	-0.1%	-$3.02K	0.59%	45
2022 Q1	$3.86M	Buy	66,860 +51,450	+334%	+$2.87M	0.54%	48
2021 Q4	$926K	Sell	15,410 -200	-1%	-$11.4K	0.12%	107
2021 Q3	$861K	Buy	+15,610	New	+$893K	0.13%	95