CWA
Cascade Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,445
| Closed | -$201K | – | 47 |
|
|
2024
Q4 | $201K | Sell |
3,445
-1,435
| -29% | -$83.6K | 0.14% | 48 |
|
|
2024
Q3 | $317K | Sell |
4,880
-1,150
| -19% | -$74.8K | 0.23% | 41 |
|
|
2024
Q2 | $378K | Sell |
6,030
-4,550
| -43% | -$285K | 0.28% | 37 |
|
|
2024
Q1 | $618K | Buy |
+10,580
| New | +$618K | 0.53% | 36 |
|