Cascade Investment Group’s iShares US Healthcare ETF IYH Stock Holding History

Cascade Investment Group’s Portfolio IYH Stock Details IYH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-4,500	Closed	-$279K	–	140
2024 Q1	$279K	Hold	4,500	–	–	0.21%	113
2023 Q4	$258K	Hold	4,500	–	–	0.21%	110
2023 Q3	$243K	Hold	4,500	–	–	0.23%	99
2023 Q2	$252K	Hold	4,500	–	–	0.23%	100
2023 Q1	$246K	Hold	4,500	–	–	0.24%	102
2022 Q4	$255K	Buy	+4,500	New	+$248K	0.27%	97

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cascade Investment Group's IYH Position: Q2 2024 in Review

Cascade Investment Group sold out of iShares US Healthcare ETF (IYH) in Q2 2024, closing a stake of 4,500 shares — an estimated $279K sold.

Cascade Investment Group first reported a position in IYH in Q4 2022 and held it in 6 quarters. The position peaked at $279K in Q1 2024. 493 funds tracked by Wall St. Rank hold IYH as of Q2 2024.

Cascade Investment Group reported no remaining iShares US Healthcare ETF position as of Q2 2024 after selling out during the quarter.
Cascade Investment Group sold 4,500 iShares US Healthcare ETF shares in Q2 2024, an estimated $279K.
Cascade Investment Group first reported a position in iShares US Healthcare ETF in Q4 2022 and held it in 6 quarters.
Cascade Investment Group's iShares US Healthcare ETF position peaked at $279K in Q1 2024.
493 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2024.

Based on Cascade Investment Group's 13F filing for Q2 2024, filed 16 Jul 2024.