Joseph P. Lucia & Associates’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	$239K	Hold	3,870	–	–	0.09%	154
2025 Q4	$252K	Buy	+3,870	New	+$244K	0.09%	147
2025 Q2	–	Sell	-3,324	Closed	-$202K	–	153
2025 Q1	$202K	Buy	+3,324	New	+$203K	0.09%	134
2024 Q4	–	Sell	-3,241	Closed	-$211K	–	149
2024 Q3	$211K	Sell	3,241 -79	-2%	-$5.05K	0.1%	128
2024 Q2	$203K	Buy	+3,320	New	+$200K	0.1%	117
2022 Q3	–	Sell	-875	Closed	-$47K	–	275
2022 Q2	$47K	Hold	875	–	–	0.03%	187
2022 Q1	$51K	Buy	+875	New	+$48.8K	0.03%	190
2021 Q4	–	Sell	-875	Closed	-$48K	–	344
2021 Q3	$48K	Hold	875	–	–	0.03%	219
2021 Q2	$48K	Hold	875	–	–	0.03%	223
2021 Q1	$44K	Hold	875	–	–	0.02%	211
2020 Q4	$43K	Buy	+875	New	+$41.3K	0.03%	194
2020 Q3	–	Sell	-875	Closed	-$38K	–	274
2020 Q2	$38K	Hold	875	–	–	0.03%	189
2020 Q1	$33K	Hold	875	–	–	0.04%	188
2019 Q4	$38K	Hold	875	–	–	0.03%	199
2019 Q3	$33K	Hold	875	–	–	0.03%	204
2019 Q2	$34K	Sell	875 -169,215	-99%	-$6.41M	0.04%	205
2019 Q1	$175	Buy	+170,090	New	+$6.46M	0.01%	230