CWM
IYH icon

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-997
Closed -$285K 52
2023
Q4
$285K Sell
997
-916
-48% -$262K 0.24% 50
2023
Q3
$517K Buy
1,913
+574
+43% +$155K 0.49% 40
2023
Q2
$375K Buy
+1,339
New +$375K 0.37% 44