Narwhal Capital Management’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	$212K	Hold	3,750	–	–	0.02%	155
2025 Q1	$228K	Hold	3,750	–	–	0.02%	157
2024 Q4	$219K	Hold	3,750	–	–	0.02%	157
2024 Q3	$244K	Hold	3,750	–	–	0.02%	152
2024 Q2	$230K	Hold	3,750	–	–	0.02%	154
2024 Q1	$232K	Hold	3,750	–	–	0.02%	152
2023 Q4	$215K	Hold	3,750	–	–	0.02%	159
2023 Q3	$203K	Hold	3,750	–	–	0.02%	157
2023 Q2	$210K	Hold	3,750	–	–	0.02%	156
2023 Q1	$205K	Hold	3,750	–	–	0.03%	151
2022 Q4	$213K	Buy	+3,750	New	+$213K	0.03%	148
2022 Q3	–	Sell	-3,750	Closed	-$202K	–	154
2022 Q2	$202K	Hold	3,750	–	–	0.03%	140
2022 Q1	$217K	Hold	3,750	–	–	0.03%	138
2021 Q4	$225K	Hold	3,750	–	–	0.03%	143
2021 Q3	$207K	Sell	3,750 -2,000	-35%	-$110K	0.03%	143
2021 Q2	$314K	Hold	5,750	–	–	0.04%	128
2021 Q1	$290K	Hold	5,750	–	–	0.04%	129
2020 Q4	$283K	Hold	5,750	–	–	0.04%	127
2020 Q3	$261K	Hold	5,750	–	–	0.04%	120
2020 Q2	$248K	Hold	5,750	–	–	0.04%	122
2020 Q1	$216K	Hold	5,750	–	–	0.05%	119
2019 Q4	$248K	Hold	5,750	–	–	0.05%	126
2019 Q3	$217K	Hold	5,750	–	–	0.04%	127
2019 Q2	$225K	Hold	5,750	–	–	0.05%	124
2019 Q1	$223K	Hold	5,750	–	–	0.05%	136
2018 Q4	$208K	Hold	5,750	–	–	0.05%	131
2018 Q3	$233K	Hold	5,750	–	–	0.05%	138
2018 Q2	$205K	Buy	+5,750	New	+$205K	0.05%	137
2018 Q1	–	Sell	-5,750	Closed	-$200K	–	147
2017 Q4	$200K	Buy	+5,750	New	+$200K	0.05%	146