Optimum Investment Advisors’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	$15K	Buy	265 +100	+61%	+$5.65K	0.01%	472
2025 Q1	$10K	Hold	165	–	–	﹤0.01%	512
2024 Q4	$9.62K	Hold	165	–	–	﹤0.01%	512
2024 Q3	$10.7K	Hold	165	–	–	﹤0.01%	523
2024 Q2	$10.1K	Hold	165	–	–	﹤0.01%	516
2024 Q1	$10.2K	Hold	165	–	–	﹤0.01%	520
2023 Q4	$9.45K	Sell	165 -1,500	-90%	-$85.9K	﹤0.01%	515
2023 Q3	$89.9K	Hold	1,665	–	–	0.05%	280
2023 Q2	$93.3K	Hold	1,665	–	–	0.05%	281
2023 Q1	$90.9K	Hold	1,665	–	–	0.05%	280
2022 Q4	$94.5K	Hold	1,665	–	–	0.05%	273
2022 Q3	$84K	Hold	1,665	–	–	0.05%	304
2022 Q2	$90K	Hold	1,665	–	–	0.05%	302
2022 Q1	$96K	Hold	1,665	–	–	0.04%	327
2021 Q4	$100K	Hold	1,665	–	–	0.04%	340
2021 Q3	$92K	Hold	1,665	–	–	0.04%	341
2021 Q2	$91K	Hold	1,665	–	–	0.03%	402
2021 Q1	$84K	Hold	1,665	–	–	0.02%	406
2020 Q4	$82K	Buy	1,665 +165	+11%	+$8.13K	0.02%	392
2020 Q3	$68K	Hold	1,500	–	–	0.02%	392
2020 Q2	$65K	Hold	1,500	–	–	0.02%	391
2020 Q1	$56K	Hold	1,500	–	–	0.02%	403
2019 Q4	$65K	Hold	1,500	–	–	0.02%	469
2019 Q3	$57K	Hold	1,500	–	–	0.02%	491
2019 Q2	$59K	Hold	1,500	–	–	0.02%	475
2019 Q1	$58K	Hold	1,500	–	–	0.02%	478
2018 Q4	$54K	Sell	1,500 -500	-25%	-$18K	0.02%	458
2018 Q3	$81K	Hold	2,000	–	–	0.02%	435
2018 Q2	$71K	Hold	2,000	–	–	0.02%	459
2018 Q1	$69K	Buy	+2,000	New	+$69K	0.02%	468
2015 Q1	$49K	Hold	1,590	–	–	0.02%	515
2014 Q4	$46K	Hold	1,590	–	–	0.01%	531
2014 Q3	$45K	Hold	1,590	–	–	0.01%	500
2014 Q2	$41K	Buy	+1,590	New	+$41K	0.01%	525