CWM
Compass 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 |
-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 | Buy |
575
+460
| +400% | +$28.5K | 0.01% | 281 |
|
|
2023
Q4 | $32.9K | Hold |
115
| – | – | 0.01% | 277 |
|
|
2023
Q3 | $31.1K | Hold |
115
| – | – | 0.01% | 280 |
|
|
2023
Q2 | $32.2K | Hold |
115
| – | – | 0.01% | 285 |
|
|
2023
Q1 | $31.4K | Hold |
115
| – | – | 0.01% | 288 |
|
|
2022
Q4 | $32.6K | Buy |
+115
| New | +$32.6K | 0.01% | 275 |
|