CWM
Collaborative Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,470
| Closed | -$211K | – | 185 |
|
|
2025
Q1 | $211K | Hold |
3,470
| – | – | 0.1% | 161 |
|
|
2024
Q4 | $202K | Hold |
3,470
| – | – | 0.09% | 167 |
|
|
2024
Q3 | $226K | Hold |
3,470
| – | – | 0.1% | 157 |
|
|
2024
Q2 | $213K | Hold |
3,470
| – | – | 0.1% | 156 |
|
|
2024
Q1 | $215K | Buy |
3,470
+2,744
| +378% | +$170K | 0.11% | 152 |
|
|
2023
Q4 | $208K | Buy |
+726
| New | +$208K | 0.11% | 152 |
|
|
2023
Q3 | – | Sell |
-726
| Closed | -$203K | – | 168 |
|
|
2023
Q2 | $203K | Buy |
+726
| New | +$203K | 0.12% | 159 |
|
|
2023
Q1 | – | Sell |
-726
| Closed | -$206K | – | 169 |
|
|
2022
Q4 | $206K | Buy |
+726
| New | +$206K | 0.14% | 164 |
|
|
2021
Q4 | $218K | Buy |
+726
| New | +$218K | 0.12% | 185 |
|
|
2021
Q1 | $210K | Buy |
+726
| New | +$210K | 0.12% | 181 |
|