Security National Trust’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
2021
Q3
$246K Hold
4,500
0.06% 148
2021
Q2
$246K Hold
4,500
0.05% 153
2021
Q1
$227K Hold
4,500
0.05% 156
2020
Q4
$221K Hold
4,500
0.05% 154
2020
Q3
$204K Hold
4,500
0.06% 152
2020
Q2
$194K Hold
4,500
0.06% 154
2020
Q1
$169K Hold
4,500
0.06% 146
2019
Q4
$194K Hold
4,500
0.06% 160
2019
Q3
$170K Hold
4,500
0.05% 165
2019
Q2
$176K Hold
4,500
0.06% 165
2019
Q1
$174K Hold
4,500
0.06% 165
2018
Q4
$163K Hold
4,500
0.06% 159
2018
Q3
$183K Hold
4,500
0.06% 168
2018
Q2
$160K Hold
4,500
0.05% 177
2018
Q1
$155K Sell
4,500
-500
-10% -$17.2K 0.05% 181
2017
Q4
$174K Hold
5,000
0.06% 176
2017
Q3
$172K Hold
5,000
0.06% 180
2017
Q2
$167K Hold
5,000
0.06% 181
2017
Q1
$156K Hold
5,000
0.05% 186
2016
Q4
$144K Hold
5,000
0.05% 192
2016
Q3
$150K Hold
5,000
0.05% 188
2016
Q2
$148K Hold
5,000
0.05% 189
2016
Q1
$140K Hold
5,000
0.05% 193
2015
Q4
$150K Hold
5,000
0.06% 185
2015
Q3
$140K Hold
5,000
0.05% 189
2015
Q2
$159K Hold
5,000
0.06% 194
2015
Q1
$154K Hold
5,000
0.05% 197
2014
Q4
$144K Hold
5,000
0.05% 194
2014
Q3
$134K Hold
5,000
0.05% 192
2014
Q2
$128K Buy
5,000
+500
+11% +$12.8K 0.05% 199
2014
Q1
$111K Hold
4,500
0.05% 210
2013
Q4
$105K Hold
4,500
0.04% 213
2013
Q3
$96K Hold
4,500
0.04% 210
2013
Q2
$90K Buy
+4,500
New +$90K 0.04% 214