Valeo Financial Advisors’s iShares US Healthcare Providers ETF IHF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$359K	Hold	6,490	–	–	0.01%	555
2026 Q1	$272K	Hold	6,490	–	–	0.01%	590
2025 Q4	$311K	Hold	6,490	–	–	0.01%	607
2025 Q3	$321K	Hold	6,490	–	–	0.01%	586
2025 Q2	$316K	Sell	6,490 -45	-0.7%	-$2.22K	0.01%	564
2025 Q1	$345K	Buy	6,535 +45	+0.7%	+$2.31K	0.01%	500
2024 Q4	$311K	Hold	6,490	–	–	0.01%	528
2024 Q3	$371K	Hold	6,490	–	–	0.01%	481
2024 Q2	$340K	Hold	6,490	–	–	0.01%	481
2024 Q1	$339K	Hold	6,490	–	–	0.01%	462
2023 Q4	$341K	Hold	6,490	–	–	0.01%	456
2023 Q3	$319K	Hold	6,490	–	–	0.01%	443
2023 Q2	$332K	Hold	6,490	–	–	0.02%	412
2023 Q1	$321K	Sell	6,490 -750	-10%	-$38.5K	0.02%	426
2022 Q4	$388K	Hold	7,240	–	–	0.02%	327
2022 Q3	$370K	Hold	7,240	–	–	0.02%	301
2022 Q2	$370K	Hold	7,240	–	–	0.02%	300
2022 Q1	$410K	Buy	7,240 +750	+12%	+$41.1K	0.02%	374
2021 Q4	$377K	Hold	6,490	–	–	0.02%	366
2021 Q3	$332K	Hold	6,490	–	–	0.02%	381
2021 Q2	$346K	Hold	6,490	–	–	0.02%	334
2021 Q1	$327K	Hold	6,490	–	–	0.02%	341
2020 Q4	$305K	Hold	6,490	–	–	0.02%	331
2020 Q3	$262K	Sell	6,490 -380	-6%	-$15.4K	0.02%	276
2020 Q2	$265K	Sell	6,870 -500	-7%	-$18.8K	0.02%	273
2020 Q1	$262K	Buy	7,370 +380	+5%	+$14.4K	0.03%	247
2019 Q4	$281K	Hold	6,990	–	–	0.03%	258
2019 Q3	$226K	Hold	6,990	–	–	0.03%	282
2019 Q2	$240K	Buy	6,990 +500	+8%	+$16.6K	0.03%	258
2019 Q1	$218K	Hold	6,490	–	–	0.03%	262
2018 Q4	$214K	Hold	6,490	–	–	0.03%	249
2018 Q3	$247K	Hold	6,490	–	–	0.03%	245
2018 Q2	$246K	Buy	+6,490	New	+$220K	0.03%	254