Laidlaw Wealth Management’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
2025 Q1	–	Sell	-8,148	Closed	-$475K	–	107
2024 Q4	$475K	Buy	8,148 +215	+3%	+$13.3K	0.21%	112
2024 Q3	$516K	Sell	7,933 -32	-0.4%	-$2.04K	0.26%	114
2024 Q2	$488K	Hold	7,965	–	–	0.27%	104
2024 Q1	$493K	Sell	7,965 -2,980	-27%	-$179K	0.28%	107
2023 Q4	$627K	Buy	10,945 +2,650	+32%	+$144K	0.23%	111
2023 Q3	$448K	Sell	8,295 -745	-8%	-$41.6K	0.15%	162
2023 Q2	$507K	Sell	9,040 -1,170	-11%	-$65K	0.1%	198
2023 Q1	$557K	Sell	10,210 -5,220	-34%	-$286K	0.11%	195
2022 Q4	$876K	Buy	15,430 +5,995	+64%	+$331K	0.19%	137
2022 Q3	$477K	Sell	9,435 -210	-2%	-$11.3K	0.11%	179
2022 Q2	$519K	Buy	9,645 +1,855	+24%	+$102K	0.11%	194
2022 Q1	$450K	Hold	7,790	–	–	0.08%	232
2021 Q4	$468K	Buy	+7,790	New	+$445K	0.07%	232
2020 Q1	–	Sell	-12,575	Closed	-$543K	–	163
2019 Q4	$543K	Buy	+12,575	New	+$508K	0.34%	88