Primoris Wealth Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,500	Closed	-$216K	–	107
2025 Q4	$216K	Hold	4,500	–	–	0.13%	103
2025 Q3	$222K	Sell	4,500 -750	-14%	-$34.3K	0.14%	96
2025 Q2	$255K	Hold	5,250	–	–	0.17%	84
2025 Q1	$277K	Sell	5,250 -250	-5%	-$12.8K	0.21%	77
2024 Q4	$264K	Hold	5,500	–	–	0.2%	78
2024 Q3	$314K	Hold	5,500	–	–	0.23%	82
2024 Q2	$288K	Hold	5,500	–	–	0.23%	83
2024 Q1	$300K	Hold	5,500	–	–	0.24%	77
2023 Q4	$289K	Hold	5,500	–	–	0.27%	73
2023 Q3	$271K	Hold	5,500	–	–	0.33%	58
2023 Q2	$281K	Hold	5,500	–	–	0.31%	56
2023 Q1	$272K	Hold	5,500	–	–	0.33%	53
2022 Q4	$294K	Hold	5,500	–	–	0.45%	46
2022 Q3	$282K	Hold	5,500	–	–	0.5%	47
2022 Q2	$282K	Hold	5,500	–	–	0.41%	56
2022 Q1	$310K	Hold	5,500	–	–	0.29%	55
2021 Q4	$320K	Buy	+5,500	New	+$300K	0.26%	65