Cedar Brook Financial Partners’s iShares US Healthcare ETF IYH Stock Holding History

Cedar Brook Financial Partners’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	-12,081	Closed	-$748K	–	227
2024 Q1	$748K	Buy	12,081 +2,406	+25%	+$145K	0.15%	159
2023 Q4	$571K	Buy	+9,675	New	+$527K	0.13%	173
2021 Q1	–	Sell	-12,200	Closed	-$600K	–	336
2020 Q4	$600K	Buy	12,200 +210	+2%	+$9.91K	0.21%	118
2020 Q3	$545K	Buy	11,990 +1,105	+10%	+$50K	0.21%	128
2020 Q2	$470K	Buy	10,885 +1,185	+12%	+$50K	0.21%	135
2020 Q1	$364K	Sell	9,700 -3,545	-27%	-$146K	0.2%	146
2019 Q4	$571K	Buy	13,245 +320	+2%	+$12.9K	0.24%	121
2019 Q3	$489K	Buy	12,925 +1,020	+9%	+$39.3K	0.22%	146
2019 Q2	$465K	Buy	11,905 +3,695	+45%	+$140K	0.21%	151
2019 Q1	$318K	Buy	+8,210	New	+$312K	0.15%	192

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

Cedar Brook Financial Partners's IYH Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares US Healthcare ETF (IYH) in Q2 2024, closing a stake of 12,081 shares — an estimated $748K sold.

Cedar Brook Financial Partners first reported a position in IYH in Q1 2019 and held it in 10 quarters. The position peaked at $748K in Q1 2024. 493 funds tracked by Wall St. Rank hold IYH as of Q2 2024.

Cedar Brook Financial Partners reported no remaining iShares US Healthcare ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 12,081 iShares US Healthcare ETF shares in Q2 2024, an estimated $748K.
Cedar Brook Financial Partners first reported a position in iShares US Healthcare ETF in Q1 2019 and held it in 10 quarters.
Cedar Brook Financial Partners's iShares US Healthcare ETF position peaked at $748K in Q1 2024.
493 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.