North Star Investment 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	$345K	Hold	6,105	–	–	0.02%	350
2025 Q1	$372K	Hold	6,105	–	–	0.03%	342
2024 Q4	$356K	Hold	6,105	–	–	0.02%	352
2024 Q3	$397K	Sell	6,105 -350	-5%	-$22.8K	0.03%	346
2024 Q2	$395K	Sell	6,455 -545	-8%	-$33.4K	0.03%	345
2024 Q1	$433K	Hold	7,000	–	–	0.03%	342
2023 Q4	$401K	Hold	7,000	–	–	0.03%	351
2023 Q3	$378K	Hold	7,000	–	–	0.03%	357
2023 Q2	$392K	Hold	7,000	–	–	0.03%	363
2023 Q1	$382K	Sell	7,000 -750	-10%	-$41K	0.03%	375
2022 Q4	$440K	Hold	7,750	–	–	0.04%	349
2022 Q3	$392K	Hold	7,750	–	–	0.04%	313
2022 Q2	$417K	Hold	7,750	–	–	0.04%	311
2022 Q1	$448K	Hold	7,750	–	–	0.03%	313
2021 Q4	$466K	Hold	7,750	–	–	0.03%	310
2021 Q3	$428K	Hold	7,750	–	–	0.03%	316
2021 Q2	$423K	Hold	7,750	–	–	0.03%	314
2021 Q1	$391K	Hold	7,750	–	–	0.04%	298
2020 Q4	$381K	Hold	7,750	–	–	0.04%	294
2020 Q3	$352K	Hold	7,750	–	–	0.04%	297
2020 Q2	$334K	Hold	7,750	–	–	0.04%	285
2020 Q1	$291K	Hold	7,750	–	–	0.04%	283
2019 Q4	$334K	Hold	7,750	–	–	0.03%	308
2019 Q3	$293K	Hold	7,750	–	–	0.03%	322
2019 Q2	$303K	Hold	7,750	–	–	0.04%	326
2019 Q1	$300K	Hold	7,750	–	–	0.04%	323
2018 Q4	$280K	Sell	7,750 -250	-3%	-$9.03K	0.04%	304
2018 Q3	$325K	Hold	8,000	–	–	0.04%	298
2018 Q2	$285K	Hold	8,000	–	–	0.03%	319
2018 Q1	$276K	Sell	8,000 -1,500	-16%	-$51.8K	0.03%	326
2017 Q4	$331K	Hold	9,500	–	–	0.04%	295
2017 Q3	$327K	Hold	9,500	–	–	0.04%	293
2017 Q2	$316K	Hold	9,500	–	–	0.04%	294
2017 Q1	$296K	Hold	9,500	–	–	0.04%	295
2016 Q4	$274K	Buy	+9,500	New	+$274K	0.04%	288