TrueWealth Advisors’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
2023 Q4	–	Sell	-4,425	Closed	-$239K	–	204
2023 Q3	$239K	Sell	4,425 -3,430	-44%	-$192K	0.1%	160
2023 Q2	$440K	Sell	7,855 -21,140	-73%	-$1.17M	0.18%	91
2023 Q1	$1.58M	Sell	28,995 -7,220	-20%	-$396K	0.66%	34
2022 Q4	$2.05M	Sell	36,215 -3,095	-8%	-$171K	0.9%	24
2022 Q3	$1.99M	Sell	39,310 -270	-0.7%	-$14.6K	0.94%	21
2022 Q2	$2.13M	Sell	39,580 -8,460	-18%	-$464K	0.99%	22
2022 Q1	$2.89M	Hold	48,040	–	–	1.3%	18
2021 Q4	$2.89M	Buy	48,040 +510	+1%	+$29.1K	1.3%	18
2021 Q3	$2.62M	Sell	47,530 -4,620	-9%	-$264K	1.48%	17
2021 Q2	$2.85M	Buy	52,150 +5,645	+12%	+$299K	1.66%	15
2021 Q1	$2.45M	Buy	46,505 +20,700	+80%	+$1.04M	1.59%	15
2020 Q4	$1.32M	Buy	+25,805	New	+$1.22M	1.13%	29