Regal Investment Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Regal Investment Advisors’s Portfolio IYH Stock Details IYH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$724K	Sell	11,748 -276	-2%	-$17.8K	0.04%	362
2025 Q4	$783K	Sell	12,024 -1,020	-8%	-$64.4K	0.05%	333
2025 Q3	$766K	Sell	13,044 -658	-5%	-$37.5K	0.05%	308
2025 Q2	$774K	Buy	13,702 +422	+3%	+$23.8K	0.06%	276
2025 Q1	$809K	Sell	13,280 -732	-5%	-$44.7K	0.07%	245
2024 Q4	$816K	Sell	14,012 -4,712	-25%	-$291K	0.06%	252
2024 Q3	$1.22M	Buy	18,724 +751	+4%	+$48K	0.09%	226
2024 Q2	$1.1M	Sell	17,973 -29	-0.2%	-$1.75K	0.07%	244
2024 Q1	$1.11M	Buy	18,002 +1,347	+8%	+$81K	0.08%	237
2023 Q4	$953K	Buy	16,655 +1,035	+7%	+$56.3K	0.07%	233
2023 Q3	$844K	Buy	15,620 +1,385	+10%	+$77.4K	0.07%	225
2023 Q2	$798K	Buy	14,235 +105	+0.7%	+$5.83K	0.07%	224
2023 Q1	$772K	Buy	14,130 +2,065	+17%	+$113K	0.07%	225
2022 Q4	$684K	Buy	12,065 +1,070	+10%	+$59K	0.07%	230
2022 Q3	$556K	Buy	10,995 +580	+6%	+$31.3K	0.06%	245
2022 Q2	$560K	Hold	10,415	–	–	0.06%	264
2022 Q1	$601K	Buy	10,415 +5	+0%	+$279	0.06%	281
2021 Q4	$625K	Hold	10,410	–	–	0.06%	303
2021 Q3	$574K	Buy	10,410 +5	+0%	+$286	0.06%	316
2021 Q2	$568K	Buy	+10,405	New	+$551K	0.06%	310
2021 Q1	–	Sell	-13,275	Closed	-$653K	–	239
2020 Q4	$653K	Buy	+13,275	New	+$627K	0.07%	239
2020 Q3	–	Sell	-13,370	Closed	-$577K	–	138
2020 Q2	$577K	Buy	+13,370	New	+$564K	0.11%	171
2020 Q1	–	Sell	-10,365	Closed	-$447K	–	177
2019 Q4	$447K	Hold	10,365	–	–	0.08%	209
2019 Q3	$392K	Hold	10,365	–	–	0.08%	213
2019 Q2	$405K	Buy	10,365 +1,875	+22%	+$71K	0.08%	215
2019 Q1	$329K	Hold	8,490	–	–	0.07%	234
2018 Q4	$307K	Buy	8,490 +1,600	+23%	+$61.3K	0.07%	239
2018 Q3	$280K	Sell	6,890 -1,020	-13%	-$39.3K	0.06%	252
2018 Q2	$282K	Sell	7,910 -1,080	-12%	-$38.1K	0.09%	216
2018 Q1	$310K	Buy	8,990 +1,080	+14%	+$38.9K	0.07%	223
2017 Q4	$276K	Hold	7,910	–	–	0.06%	233
2017 Q3	$272K	Sell	7,910 -700	-8%	-$23.6K	0.06%	228
2017 Q2	$286K	Sell	8,610 -1,220	-12%	-$39K	0.07%	214
2017 Q1	$306K	Sell	9,830 -1,280	-12%	-$39.1K	0.08%	209
2016 Q4	$320K	Sell	11,110 -9,195	-45%	-$267K	0.09%	194
2016 Q3	$610K	Sell	20,305 -10,210	-33%	-$312K	0.17%	147
2016 Q2	$905K	Sell	30,515 -9,555	-24%	-$279K	0.25%	113
2016 Q1	$1.13M	Sell	40,070 -4,630	-10%	-$128K	0.31%	94
2015 Q4	$1.34M	Buy	44,700 +1,805	+4%	+$53.7K	0.35%	84
2015 Q3	$1.2M	Buy	42,895 +1,870	+5%	+$58.2K	0.31%	97
2015 Q2	$1.3M	Buy	41,025 +2,655	+7%	+$83.5K	0.35%	89
2015 Q1	$1.18M	Sell	38,370 -1,945	-5%	-$58.7K	0.29%	98
2014 Q4	$1.16M	Buy	40,315 +3,620	+10%	+$102K	0.31%	97
2014 Q3	$986K	Sell	36,695 -405	-1%	-$10.7K	0.3%	89
2014 Q2	$951K	Sell	37,100 -25,060	-40%	-$619K	0.34%	85
2014 Q1	$1.53M	Buy	62,160 +54,405	+702%	+$1.32M	0.65%	60
2013 Q4	$181K	Sell	7,755 -27,455	-78%	-$617K	0.1%	156
2013 Q3	$753K	Buy	35,210 +30,970	+730%	+$657K	0.44%	85
2013 Q2	$85K	Buy	+4,240	New	+$85.3K	0.05%	248