CWA
Continuum Wealth Advisors’s iShares US Healthcare ETF IYH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $358K | Sell |
6,335
-325
| -5% | -$18.4K | 0.17% | 43 |
|
|
2025
Q1 | $406K | Hold |
6,660
| – | – | 0.21% | 34 |
|
|
2024
Q4 | $388K | Hold |
6,660
| – | – | 0.2% | 36 |
|
|
2024
Q3 | $433K | Hold |
6,660
| – | – | 0.23% | 36 |
|
|
2024
Q2 | $408K | Hold |
6,660
| – | – | 0.21% | 34 |
|
|
2024
Q1 | $412K | Buy |
6,660
+5,328
| +400% | +$330K | 0.23% | 36 |
|
|
2023
Q4 | $381K | Hold |
1,332
| – | – | 0.25% | 31 |
|
|
2023
Q3 | $360K | Hold |
1,332
| – | – | 0.25% | 32 |
|
|
2023
Q2 | $373K | Sell |
1,332
-182
| -12% | -$51K | 0.26% | 30 |
|
|
2023
Q1 | $413K | Sell |
1,514
-3,381
| -69% | -$923K | 0.34% | 21 |
|
|
2022
Q4 | $1.39M | Buy |
+4,895
| New | +$1.39M | 1.38% | 14 |
|