O'Shaughnessy Asset 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
2026 Q1	$703K	Sell	11,399 -370	-3%	-$23.9K	﹤0.01%	1358
2025 Q4	$766K	Buy	11,769 +1	+0%	+$63	﹤0.01%	1272
2025 Q3	$691K	Sell	11,768 -236	-2%	-$13.4K	﹤0.01%	1310
2025 Q2	$678K	Sell	12,004 -6,055	-34%	-$341K	﹤0.01%	1226
2025 Q1	$1.1M	Sell	18,059 -602	-3%	-$36.8K	0.01%	947
2024 Q4	$1.09M	Buy	18,661 +15,286	+453%	+$945K	0.01%	924
2024 Q3	$220K	Hold	3,375	–	–	﹤0.01%	1638
2024 Q2	$207K	Hold	3,375	–	–	﹤0.01%	1529
2024 Q1	$209K	Hold	3,375	–	–	﹤0.01%	1488
2023 Q4	$193K	Buy	3,375 +2,250	+200%	+$122K	﹤0.01%	1421
2023 Q3	$60.8K	Buy	1,125 +250	+29%	+$14K	﹤0.01%	1436
2023 Q2	$49K	Buy	+875	New	+$48.6K	﹤0.01%	1351
2023 Q1	–	Sell	-260	Closed	-$14.8K	–	1515
2022 Q4	$14.8K	Buy	+260	New	+$14.3K	﹤0.01%	1320