Cascade Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History

Cascade Wealth Advisors’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
2025 Q1	–	Sell	-3,445	Closed	-$201K	–	47
2024 Q4	$201K	Sell	3,445 -1,435	-29%	-$88.7K	0.14%	48
2024 Q3	$317K	Sell	4,880 -1,150	-19%	-$73.5K	0.23%	41
2024 Q2	$378K	Sell	6,030 -4,550	-43%	-$274K	0.28%	37
2024 Q1	$618K	Buy	+10,580	New	+$636K	0.53%	36

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cascade Wealth Advisors's IYH Position: Q1 2025 in Review

Cascade Wealth Advisors sold out of iShares US Healthcare ETF (IYH) in Q1 2025, closing a stake of 3,445 shares — an estimated $201K sold.

Cascade Wealth Advisors first reported a position in IYH in Q1 2024 and held it in 4 quarters. The position peaked at $618K in Q1 2024. 497 funds tracked by Wall St. Rank hold IYH as of Q1 2025.

Cascade Wealth Advisors reported no remaining iShares US Healthcare ETF position as of Q1 2025 after selling out during the quarter.
Cascade Wealth Advisors sold 3,445 iShares US Healthcare ETF shares in Q1 2025, an estimated $201K.
Cascade Wealth Advisors first reported a position in iShares US Healthcare ETF in Q1 2024 and held it in 4 quarters.
Cascade Wealth Advisors's iShares US Healthcare ETF position peaked at $618K in Q1 2024.
497 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2025.

Based on Cascade Wealth Advisors's 13F filing for Q1 2025, filed 9 May 2025.