Waterloo Capital’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	$640K	Buy	10,379 +31	+0.3%	+$2K	0.04%	267
2025 Q4	$674K	Sell	10,348 -154	-1%	-$9.72K	0.05%	255
2025 Q3	$617K	Sell	10,502 -625	-6%	-$35.6K	0.05%	241
2025 Q2	$628K	Buy	11,127 +31	+0.3%	+$1.75K	0.05%	236
2025 Q1	$676K	Buy	11,096 +28	+0.3%	+$1.71K	0.06%	211
2024 Q4	$645K	Buy	11,068 +38	+0.3%	+$2.35K	0.07%	201
2024 Q3	$717K	Buy	11,030 +39	+0.4%	+$2.49K	0.08%	195
2024 Q2	$673K	Buy	10,991 +23	+0.2%	+$1.38K	0.08%	185
2024 Q1	$679K	Buy	10,968 +28	+0.3%	+$1.68K	0.09%	188
2023 Q4	$626K	Sell	10,940 -120	-1%	-$6.53K	0.1%	181
2023 Q3	$597K	Sell	11,060 -5	-0%	-$279	0.18%	91
2023 Q2	$620K	Sell	11,065 -2,260	-17%	-$126K	0.18%	77
2023 Q1	$728K	Buy	+13,325	New	+$731K	0.23%	69