Sunbelt Securities’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	$986K	Buy	15,996 +4,080	+34%	+$264K	0.06%	263
2025 Q4	$776K	Buy	11,916 +3,373	+39%	+$213K	0.05%	310
2025 Q3	$502K	Sell	8,543 -6,234	-42%	-$355K	0.03%	388
2025 Q2	$861K	Buy	14,777 +7,361	+99%	+$415K	0.08%	227
2025 Q1	$452K	Sell	7,416 -7,361	-50%	-$450K	0.04%	349
2024 Q4	$860K	Sell	14,777 -869	-6%	-$53.7K	0.08%	228
2024 Q3	$1.02M	Sell	15,646 -764	-5%	-$48.8K	0.1%	199
2024 Q2	$1.01M	Buy	16,410 +35	+0.2%	+$2.11K	0.1%	186
2024 Q1	$1.01M	Buy	16,375 +5,755	+54%	+$346K	0.11%	179
2023 Q4	$608K	Sell	10,620 -3,265	-24%	-$178K	0.08%	264
2023 Q3	$750K	Buy	13,885 +3,435	+33%	+$192K	0.1%	213
2023 Q2	$586K	Sell	10,450 -960	-8%	-$53.3K	0.08%	252
2023 Q1	$615K	Buy	11,410 +140	+1%	+$7.68K	0.1%	225
2022 Q4	$639K	Sell	11,270 -255	-2%	-$14.1K	0.12%	200
2022 Q3	$583K	Buy	11,525 +65	+0.6%	+$3.51K	0.12%	210
2022 Q2	$616K	Buy	11,460 +2,040	+22%	+$112K	0.13%	201
2022 Q1	$549K	Buy	9,420 +420	+5%	+$23.4K	0.1%	234
2021 Q4	$504K	Buy	9,000 +4,730	+111%	+$270K	0.08%	268
2021 Q3	$238K	Hold	4,270	–	–	0.04%	393
2021 Q2	$238K	Buy	+4,270	New	+$226K	0.04%	391
2021 Q1	–	Sell	-4,925	Closed	-$242K	–	435
2020 Q4	$242K	Buy	+4,925	New	+$232K	0.05%	340
2019 Q3	–	Sell	-7,045	Closed	-$275K	–	595
2019 Q2	$275K	Sell	7,045 -1,340	-16%	-$50.7K	0.12%	212
2019 Q1	$325K	Buy	+8,385	New	+$319K	0.16%	165