Transform Wealth’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
2024 Q3	–	Sell	-9,178	Closed	-$562K	–	227
2024 Q2	$562K	Sell	9,178 -1,139	-11%	-$68.5K	0.04%	141
2024 Q1	$639K	Sell	10,317 -10,538	-51%	-$634K	0.06%	136
2023 Q4	$1.19M	Sell	20,855 -4,395	-17%	-$239K	0.12%	128
2023 Q3	$1.37M	Buy	25,250 +1,000	+4%	+$55.9K	0.14%	114
2023 Q2	$1.36M	Buy	24,250 +980	+4%	+$54.5K	0.12%	121
2023 Q1	$1.27M	Buy	23,270 +465	+2%	+$25.5K	0.12%	119
2022 Q4	$1.29M	Sell	22,805 -720	-3%	-$39.7K	0.15%	115
2022 Q3	$1.19M	Buy	23,525 +705	+3%	+$38.1K	0.15%	89
2022 Q2	$1.23M	Buy	22,820 +300	+1%	+$16.5K	0.18%	88
2022 Q1	$1.3M	Buy	+22,520	New	+$1.26M	0.15%	98
2020 Q4	–	Sell	-13,840	Closed	-$629K	–	213
2020 Q3	$629K	Buy	13,840 +35	+0.3%	+$1.58K	0.1%	131
2020 Q2	$595K	Buy	+13,805	New	+$583K	0.1%	138
2019 Q2	–	Sell	-24,655	Closed	-$955K	–	236
2019 Q1	$955K	Buy	24,655 +11,530	+88%	+$438K	0.18%	113
2018 Q4	$475K	Buy	13,125 +195	+2%	+$7.47K	0.1%	135
2018 Q3	$525K	Buy	12,930 +875	+7%	+$33.8K	0.09%	143
2018 Q2	$430K	Buy	12,055 +650	+6%	+$22.9K	0.08%	164
2018 Q1	$394K	Sell	11,405 -95	-0.8%	-$3.42K	0.07%	184
2017 Q4	$401K	Buy	11,500 +895	+8%	+$31.1K	0.07%	197
2017 Q3	$365K	Buy	+10,605	New	+$357K	0.13%	167