Heritage Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$659K	Buy	11,674 +1,374	+13%	+$77.6K	0.03%	109
2025 Q1	$627K	Hold	10,300	–	–	0.03%	109
2024 Q4	$600K	Hold	10,300	–	–	0.03%	123
2024 Q3	$670K	Hold	10,300	–	–	0.03%	117
2024 Q2	$631K	Hold	10,300	–	–	0.03%	119
2024 Q1	$638K	Sell	10,300 -1,900	-16%	-$118K	0.03%	129
2023 Q4	$698K	Buy	12,200 +1,900	+18%	+$109K	0.03%	114
2023 Q3	$556K	Hold	10,300	–	–	0.03%	126
2023 Q2	$577K	Hold	10,300	–	–	0.03%	121
2023 Q1	$563K	Sell	10,300 -2,840	-22%	-$155K	0.03%	121
2022 Q4	$746K	Sell	13,140 -11,005	-46%	-$624K	0.04%	97
2022 Q3	$1.22M	Hold	24,145	–	–	0.09%	66
2022 Q2	$1.3M	Buy	24,145 +5	+0%	+$269	0.09%	62
2022 Q1	$1.39M	Buy	24,140 +200	+0.8%	+$11.5K	0.08%	64
2021 Q4	$1.44M	Buy	23,940 +615	+3%	+$36.9K	0.08%	71
2021 Q3	$1.29M	Buy	23,325 +275	+1%	+$15.2K	0.08%	71
2021 Q2	$1.26M	Hold	23,050	–	–	0.08%	69
2021 Q1	$1.16M	Buy	23,050 +8,400	+57%	+$424K	0.07%	75
2020 Q4	$721K	Hold	14,650	–	–	0.05%	109
2020 Q3	$666K	Hold	14,650	–	–	0.09%	81
2020 Q2	$632K	Hold	14,650	–	–	0.09%	75
2020 Q1	$550K	Buy	+14,650	New	+$550K	0.1%	78
2019 Q3	–	Sell	-215	Closed	-$8.4K	–	451
2019 Q2	$8.4K	Sell	215 -4,000	-95%	-$156K	﹤0.01%	404
2019 Q1	$163K	Sell	4,215 -1,450	-26%	-$56.2K	0.03%	144
2018 Q4	$204K	Buy	5,665 +1,000	+21%	+$36K	0.04%	120
2018 Q3	$189K	Buy	+4,665	New	+$189K	0.04%	125