Gladstone Institutional Advisory’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	$2.1M	Buy	34,070 +81	+0.2%	+$5.23K	0.08%	256
2025 Q4	$2.21M	Buy	33,989 +13,936	+69%	+$879K	0.08%	237
2025 Q3	$1.18M	Sell	20,053 -1,676	-8%	-$95.5K	0.05%	333
2025 Q2	$1.23M	Buy	21,729 +6,162	+40%	+$348K	0.05%	312
2025 Q1	$948K	Buy	15,567 +5,387	+53%	+$329K	0.04%	333
2024 Q4	$593K	Buy	10,180 +1,640	+19%	+$101K	0.03%	428
2024 Q3	$555K	Sell	8,540 -3,148	-27%	-$201K	0.03%	426
2024 Q2	$716K	Sell	11,688 -3,414	-23%	-$205K	0.04%	357
2024 Q1	$935K	Sell	15,102 -10,233	-40%	-$615K	0.05%	297
2023 Q4	$1.45M	Sell	25,335 -540	-2%	-$29.4K	0.08%	242
2023 Q3	$1.4M	Buy	25,875 +190	+0.7%	+$10.6K	0.09%	229
2023 Q2	$1.44M	Buy	25,685 +25	+0.1%	+$1.39K	0.09%	227
2023 Q1	$1.4M	Buy	25,660 +170	+0.7%	+$9.33K	0.09%	237
2022 Q4	$1.45M	Sell	25,490 -230	-0.9%	-$12.7K	0.1%	229
2022 Q3	$1.3M	Buy	25,720 +45	+0.2%	+$2.43K	0.1%	231
2022 Q2	$1.38M	Sell	25,675 -1,220	-5%	-$67K	0.11%	217
2022 Q1	$1.55M	Buy	26,895 +1,800	+7%	+$100K	0.11%	220
2021 Q4	$1.51M	Buy	25,095 +17,565	+233%	+$1M	0.12%	224
2021 Q3	$416K	Buy	7,530 +2,910	+63%	+$166K	0.04%	369
2021 Q2	$252K	Buy	+4,620	New	+$245K	0.03%	440