Waverly Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Waverly Advisors’s Portfolio IYH Stock Details IYH Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$204K	Sell
2025 Q1	$223K	Buy
2024 Q3	–	Sell
2024 Q2	$317K	Buy
2023 Q1	–	Sell
2022 Q4	$391K	Buy
2015 Q4	–	Sell
2015 Q3	$56K	Buy
2015 Q1	–	Sell
2014 Q4	$144K	Buy