Carson Wealth (CWM LLC)’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $933K | Sell |
16,517
-2,917
| -15% | -$165K | ﹤0.01% | 1271 |
|
|
2025
Q1 | $1.18M | Sell |
19,434
-2,175
| -10% | -$132K | ﹤0.01% | 1046 |
|
|
2024
Q4 | $1.26M | Buy |
21,609
+2,304
| +12% | +$134K | 0.01% | 960 |
|
|
2024
Q3 | $1.26M | Sell |
19,305
-194
| -1% | -$12.6K | 0.01% | 901 |
|
|
2024
Q2 | $1.2M | Sell |
19,499
-4,471
| -19% | -$274K | 0.01% | 811 |
|
|
2024
Q1 | $1.48M | Buy |
23,970
+2,445
| +11% | +$151K | 0.01% | 708 |
|
|
2023
Q4 | $1.23M | Buy |
21,525
+3,890
| +22% | +$223K | 0.01% | 722 |
|
|
2023
Q3 | $953K | Buy |
17,635
+225
| +1% | +$12.2K | 0.01% | 772 |
|
|
2023
Q2 | $976K | Buy |
17,410
+4,540
| +35% | +$255K | 0.01% | 728 |
|
|
2023
Q1 | $703K | Buy |
12,870
+1,075
| +9% | +$58.7K | ﹤0.01% | 779 |
|
|
2022
Q4 | $669K | Sell |
11,795
-170
| -1% | -$9.64K | ﹤0.01% | 715 |
|
|
2022
Q3 | $605K | Sell |
11,965
-15,500
| -56% | -$784K | ﹤0.01% | 695 |
|
|
2022
Q2 | $1.48M | Buy |
27,465
+17,760
| +183% | +$955K | 0.01% | 458 |
|
|
2022
Q1 | $561K | Buy |
9,705
+55
| +0.6% | +$3.18K | ﹤0.01% | 692 |
|
|
2021
Q4 | $580K | Buy |
+9,650
| New | +$580K | ﹤0.01% | 688 |
|
|
2021
Q2 | $499K | Hold |
9,150
| – | – | ﹤0.01% | 676 |
|
|
2021
Q1 | $499K | Hold |
9,150
| – | – | ﹤0.01% | 676 |
|
|
2020
Q4 | $499K | Hold |
9,150
| – | – | ﹤0.01% | 676 |
|
|
2020
Q3 | $499K | Hold |
9,150
| – | – | ﹤0.01% | 676 |
|
|
2020
Q2 | $499K | Hold |
9,150
| – | – | ﹤0.01% | 676 |
|
|
2020
Q1 | $499K | Hold |
9,150
| – | – | ﹤0.01% | 676 |
|
|
2019
Q4 | $499K | Hold |
9,150
| – | – | ﹤0.01% | 676 |
|
|
2019
Q3 | $499K | Hold |
9,150
| – | – | ﹤0.01% | 676 |
|
|
2019
Q2 | $499K | Hold |
9,150
| – | – | ﹤0.01% | 676 |
|
|
2019
Q1 | $499K | Buy |
9,150
+7,880
| +620% | +$430K | ﹤0.01% | 676 |
|
|
2018
Q4 | $46K | Buy |
1,270
+870
| +218% | +$31.5K | ﹤0.01% | 892 |
|
|
2018
Q3 | $16K | Buy |
400
+175
| +78% | +$7K | ﹤0.01% | 1011 |
|
|
2018
Q2 | $8K | Hold |
225
| – | – | ﹤0.01% | 1066 |
|
|
2018
Q1 | $8K | Sell |
225
-75
| -25% | -$2.67K | ﹤0.01% | 894 |
|
|
2017
Q4 | $10K | Sell |
300
-133,775
| -100% | -$4.46M | ﹤0.01% | 885 |
|
|
2017
Q3 | $4.61M | Buy |
134,075
+132,520
| +8,522% | +$4.55M | 0.22% | 85 |
|
|
2017
Q2 | $52K | Sell |
1,555
-166,820
| -99% | -$5.58M | ﹤0.01% | 470 |
|
|
2017
Q1 | $5.24M | Buy |
168,375
+167,610
| +21,910% | +$5.22M | 0.3% | 77 |
|
|
2016
Q4 | $22K | Hold |
765
| – | – | ﹤0.01% | 569 |
|
|
2016
Q3 | $23K | Hold |
765
| – | – | ﹤0.01% | 533 |
|
|
2016
Q2 | $23K | Sell |
765
-1,370
| -64% | -$41.2K | ﹤0.01% | 454 |
|
|
2016
Q1 | $60K | Buy |
+2,135
| New | +$60K | 0.01% | 324 |
|
|
2015
Q4 | – | Sell |
-90
| Closed | -$3K | – | 722 |
|
|
2015
Q3 | $3K | Buy |
+90
| New | +$3K | ﹤0.01% | 552 |
|