CIBC Private Wealth Group’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $602K | Buy |
10,658
+1,759
| +20% | +$99.3K | ﹤0.01% | 791 |
|
|
2025
Q1 | $492K | Sell |
8,899
-585
| -6% | -$32.4K | ﹤0.01% | 816 |
|
|
2024
Q4 | $564K | Buy |
9,484
+678
| +8% | +$40.3K | ﹤0.01% | 837 |
|
|
2024
Q3 | $572K | Sell |
8,806
-557
| -6% | -$36.2K | ﹤0.01% | 832 |
|
|
2024
Q2 | $568K | Sell |
9,363
-448
| -5% | -$27.2K | ﹤0.01% | 786 |
|
|
2024
Q1 | $602K | Buy |
9,811
+341
| +4% | +$20.9K | ﹤0.01% | 785 |
|
|
2023
Q4 | $542K | Buy |
9,470
+1,480
| +19% | +$84.7K | ﹤0.01% | 778 |
|
|
2023
Q3 | $432K | Buy |
+7,990
| New | +$432K | ﹤0.01% | 790 |
|
|
2019
Q3 | – | Sell |
-5,500
| Closed | -$215K | – | 913 |
|
|
2019
Q2 | $215K | Hold |
5,500
| – | – | ﹤0.01% | 875 |
|
|
2019
Q1 | $213K | Sell |
5,500
-20,320
| -79% | -$787K | ﹤0.01% | 889 |
|
|
2018
Q4 | $934K | Buy |
25,820
+2,500
| +11% | +$90.4K | ﹤0.01% | 578 |
|
|
2018
Q3 | $946K | Buy |
23,320
+320
| +1% | +$13K | ﹤0.01% | 672 |
|
|
2018
Q2 | $820K | Sell |
23,000
-900
| -4% | -$32.1K | ﹤0.01% | 684 |
|
|
2018
Q1 | $825K | Hold |
23,900
| – | – | ﹤0.01% | 675 |
|
|
2017
Q4 | $833K | Buy |
+23,900
| New | +$833K | ﹤0.01% | 689 |
|