Medallion Wealth Advisors, LLC’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
$289K Sell
2025
Q4
$312K Sell
2025
Q3
$298K Sell
2025
Q2
$407K Sell
2025
Q1
$501K Buy
2024
Q4
$391K Buy