CFM Wealth Partners’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Hold |
10,060
| – | – | 0.09% | 89 |
|
|
2025
Q1 | $613K | Hold |
10,060
| – | – | 0.11% | 90 |
|
|
2024
Q4 | $586K | Hold |
10,060
| – | – | 0.1% | 92 |
|
|
2024
Q3 | $654K | Hold |
10,060
| – | – | 0.11% | 92 |
|
|
2024
Q2 | $616K | Hold |
10,060
| – | – | 0.11% | 95 |
|
|
2024
Q1 | $623K | Hold |
10,060
| – | – | 0.13% | 97 |
|
|
2023
Q4 | $576K | Hold |
10,060
| – | – | 0.13% | 100 |
|
|
2023
Q3 | $543K | Hold |
10,060
| – | – | 0.14% | 91 |
|
|
2023
Q2 | $564K | Hold |
10,060
| – | – | 0.14% | 103 |
|
|
2023
Q1 | $549K | Hold |
10,060
| – | – | 0.15% | 100 |
|
|
2022
Q4 | $571K | Hold |
10,060
| – | – | 0.17% | 102 |
|
|
2022
Q3 | $509K | Hold |
10,060
| – | – | 0.16% | 95 |
|
|
2022
Q2 | $541K | Hold |
10,060
| – | – | 0.16% | 103 |
|
|
2022
Q1 | $581K | Hold |
10,060
| – | – | 0.14% | 103 |
|
|
2021
Q4 | $599K | Hold |
10,060
| – | – | 0.13% | 107 |
|
|
2021
Q3 | $555K | Hold |
10,060
| – | – | 0.14% | 105 |
|
|
2021
Q2 | $549K | Hold |
10,060
| – | – | 0.15% | 96 |
|
|
2021
Q1 | $508K | Buy |
+10,060
| New | +$508K | 0.15% | 97 |
|
|
2020
Q3 | – | Sell |
-245
| Closed | -$10K | – | 316 |
|
|
2020
Q2 | $10K | Hold |
245
| – | – | ﹤0.01% | 397 |
|
|
2020
Q1 | $9K | Sell |
245
-560
| -70% | -$20.6K | ﹤0.01% | 442 |
|
|
2019
Q4 | $36K | Buy |
+805
| New | +$36K | 0.01% | 307 |
|