CWM
IYH icon

Compass Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

Compass Wealth Management’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
2025
Q2 		– Sell
-575
Closed -$35K – 282
2025
Q1 		$35K Hold
575
– – 0.01% 276
2024
Q4 		$33.5K Hold
575
– – 0.01% 282
2024
Q3 		$37.4K Hold
575
– – 0.01% 281
2024
Q2 		$35.2K Hold
575
– – 0.01% 287
2024
Q1 		$35.6K Hold
575
– – 0.01% 281
2023
Q4 		$32.9K Hold
575
– – 0.01% 277
2023
Q3 		$31.1K Hold
575
– – 0.01% 280
2023
Q2 		$32.2K Hold
575
– – 0.01% 285
2023
Q1 		$31.4K Hold
575
– – 0.01% 288
2022
Q4 		$32.6K Buy
+575
New +$31.7K 0.01% 275

Other funds holding IYH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return