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Cassady Schiller Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Cassady Schiller Wealth Management’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
Q4 		$2.91K Hold
50
– – ﹤0.01% 514
2024
Q3 		$3.25K Hold
50
– – ﹤0.01% 366
2024
Q2 		$3.06K Hold
50
– – ﹤0.01% 371
2024
Q1 		$3.1K Hold
50
– – ﹤0.01% 400
2023
Q4 		$2.86K Hold
50
– – ﹤0.01% 379
2023
Q3 		$2.7K Hold
50
– – ﹤0.01% 397
2023
Q2 		$2.8K Hold
50
– – ﹤0.01% 408
2023
Q1 		$2.73K Hold
50
– – ﹤0.01% 390
2022
Q4 		$2.84K Buy
+50
New +$2.76K ﹤0.01% 397
2022
Q1 		– Sell
-250
Closed -$15K – 354
2021
Q4 		$15K Buy
+250
New +$14.3K 0.01% 292

Other funds holding IYH

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cassady Schiller Wealth Management's IYH Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its iShares US Healthcare ETF (IYH) position steady in Q4 2024 at 50 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Cassady Schiller Wealth Management first reported a position in IYH in Q4 2021 and has held it in 10 quarters since. The position peaked at $15K in Q4 2021. 506 funds tracked by Wall St. Rank hold IYH as of Q4 2024.

  • Cassady Schiller Wealth Management held 50 shares of iShares US Healthcare ETF worth $2.91K as of Q4 2024.
  • Cassady Schiller Wealth Management left its iShares US Healthcare ETF share count unchanged in Q4 2024.
  • iShares US Healthcare ETF made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #514 holding.
  • Cassady Schiller Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2021 and has held it in 10 quarters since.
  • Cassady Schiller Wealth Management's iShares US Healthcare ETF position peaked at $15K in Q4 2021.
  • 506 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.