CFS Investment Advisory Services’s iShares US Healthcare ETF IYH Stock Holding History

CFS Investment Advisory Services’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	–	Sell	-3,611	Closed	-$235K	–	305
2024 Q3	$235K	Sell	3,611 -184	-5%	-$11.8K	0.02%	277
2024 Q2	$233K	Buy	+3,795	New	+$228K	0.02%	241
2023 Q3	–	Sell	-13,355	Closed	-$749K	–	205
2023 Q2	$749K	Buy	+13,355	New	+$742K	0.1%	138
2022 Q3	–	Sell	-11,510	Closed	-$619K	–	303
2022 Q2	$619K	Sell	11,510 -1,930,605	-99%	-$106M	0.09%	153
2022 Q1	$1K	Buy	1,942,115 +1,936,930	+37,356%	+$108M	﹤0.01%	357
2021 Q4	$287K	Buy	+5,185	New	+$296K	0.04%	195

Other funds holding IYH

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CFS Investment Advisory Services's IYH Position: Q4 2024 in Review

CFS Investment Advisory Services sold out of iShares US Healthcare ETF (IYH) in Q4 2024, closing a stake of 3,611 shares — an estimated $235K sold.

CFS Investment Advisory Services first reported a position in IYH in Q4 2021 and held it in 6 quarters. The position peaked at $749K in Q2 2023. 506 funds tracked by Wall St. Rank hold IYH as of Q4 2024.

CFS Investment Advisory Services reported no remaining iShares US Healthcare ETF position as of Q4 2024 after selling out during the quarter.
CFS Investment Advisory Services sold 3,611 iShares US Healthcare ETF shares in Q4 2024, an estimated $235K.
CFS Investment Advisory Services first reported a position in iShares US Healthcare ETF in Q4 2021 and held it in 6 quarters.
CFS Investment Advisory Services's iShares US Healthcare ETF position peaked at $749K in Q2 2023.
506 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q4 2024.

Based on CFS Investment Advisory Services's 13F filing for Q4 2024, filed 21 Jan 2025.