Cherry Tree Wealth Management’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
$21.2K Hold
375
﹤0.01% 338
2025
Q1
$22.8K Hold
375
0.01% 332
2024
Q4
$21.9K Hold
375
0.01% 328
2024
Q3
$24.4K Hold
375
0.01% 314
2024
Q2
$23K Hold
375
0.01% 315
2024
Q1
$23.2K Hold
375
0.01% 311
2023
Q4
$21.5K Hold
375
0.01% 301
2023
Q3
$20.3K Hold
375
0.01% 291
2023
Q2
$21K Buy
+375
New +$21K 0.01% 286