Great Valley Advisor Group’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	$683K	Buy	11,083 +4,315	+64%	+$279K	0.01%	591
2025 Q4	$440K	Sell	6,768 -203	-3%	-$12.8K	0.01%	666
2025 Q3	$410K	Sell	6,971 -8,983	-56%	-$512K	0.01%	679
2025 Q2	$901K	Sell	15,954 -1,332	-8%	-$75.1K	0.02%	476
2025 Q1	$1.05M	Buy	17,286 +185	+1%	+$11.3K	0.02%	444
2024 Q4	$997K	Sell	17,101 -613	-3%	-$37.9K	0.02%	443
2024 Q3	$1.15M	Buy	17,714 +1,878	+12%	+$120K	0.03%	403
2024 Q2	$971K	Buy	15,836 +42	+0.3%	+$2.53K	0.03%	392
2024 Q1	$978K	Buy	15,794 +4,529	+40%	+$272K	0.03%	374
2023 Q4	$644K	Sell	11,265 -1,155	-9%	-$62.9K	0.02%	408
2023 Q3	$671K	Buy	12,420 +25	+0.2%	+$1.4K	0.03%	382
2023 Q2	$695K	Sell	12,395 -390	-3%	-$21.7K	0.03%	377
2023 Q1	$698K	Buy	12,785 +35	+0.3%	+$1.92K	0.03%	372
2022 Q4	$724K	Buy	12,750 +395	+3%	+$21.8K	0.04%	373
2022 Q3	$625K	Buy	12,355 +95	+0.8%	+$5.13K	0.04%	381
2022 Q2	$659K	Buy	12,260 +1,460	+14%	+$80.2K	0.04%	376
2022 Q1	$624K	Buy	10,800 +175	+2%	+$9.77K	0.04%	355
2021 Q4	$638K	Buy	10,625 +325	+3%	+$18.6K	0.04%	342
2021 Q3	$568K	Buy	10,300 +1,230	+14%	+$70.3K	0.04%	332
2021 Q2	$495K	Buy	+9,070	New	+$480K	0.04%	354