Sowell Financial Services’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	$775K	Hold	12,568	–	–	0.03%	505
2025 Q4	$818K	Hold	12,568	–	–	0.03%	488
2025 Q3	$738K	Buy	12,568 +433	+4%	+$24.7K	0.03%	516
2025 Q2	$685K	Sell	12,135 -515	-4%	-$29K	0.03%	522
2025 Q1	$770K	Sell	12,650 -40	-0.3%	-$2.44K	0.04%	467
2024 Q4	$739K	Sell	12,690 -4,042	-24%	-$250K	0.04%	360
2024 Q3	$1.09M	Buy	16,732 +3	+0%	+$192	0.05%	329
2024 Q2	$1.02M	Sell	16,729 -149	-0.9%	-$8.96K	0.05%	327
2024 Q1	$1.04M	Buy	+16,878	New	+$1.02M	0.05%	337
2023 Q2	–	Sell	-16,160	Closed	-$882K	–	689
2023 Q1	$882K	Buy	+16,160	New	+$887K	0.07%	317
2021 Q2	–	Sell	-24,115	Closed	-$1.28M	–	1645
2021 Q1	$1.28M	Buy	24,115 +9,040	+60%	+$454K	0.04%	347
2020 Q4	$742K	Buy	15,075 +5	+0%	+$236	0.03%	407
2020 Q3	$685K	Sell	15,070 -132,745	-90%	-$6.01M	0.03%	386
2020 Q2	$6.38M	Buy	147,815 +128,555	+667%	+$5.43M	0.35%	65
2020 Q1	$723K	Sell	19,260 -3,475	-15%	-$143K	0.05%	307
2019 Q4	$981K	Buy	22,735 +6,765	+42%	+$273K	0.07%	267
2019 Q3	$604K	Buy	+15,970	New	+$615K	0.05%	357
2019 Q1	$601K	Sell	15,515 -16,685	-52%	-$634K	0.07%	284
2018 Q4	$1.17M	Buy	+32,200	New	+$1.23M	0.17%	140
2018 Q3	–	Sell	-16,155	Closed	-$618K	–	422
2018 Q2	$618K	Buy	16,155 +1,965	+14%	+$69.3K	0.13%	148
2018 Q1	$487K	Hold	14,190	–	–	0.12%	153
2017 Q4	$525K	Buy	14,190 +7,175	+102%	+$249K	0.13%	153
2017 Q3	$240K	Sell	7,015 -205	-3%	-$6.91K	0.06%	218
2017 Q2	$240K	Sell	7,220 -6,935	-49%	-$222K	0.07%	212
2017 Q1	$448K	Sell	14,155 -1,790	-11%	-$54.6K	0.13%	149
2016 Q4	$492K	Buy	+15,945	New	+$462K	0.16%	118