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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$205K Sell
3,318
-1,328
-29% -$85.8K 0.01% 678
2025
Q4
$302K Sell
4,646
-600
-11% -$37.9K 0.02% 544
2025
Q3
$308K Sell
5,246
-979
-16% -$55.8K 0.02% 519
2025
Q2
$352K Sell
6,225
-145
-2% -$8.18K 0.02% 473
2025
Q1
$388K Hold
6,370
0.03% 423
2024
Q4
$371K Sell
6,370
-326
-5% -$20.1K 0.03% 424
2024
Q3
$435K Buy
6,696
+66
+1% +$4.22K 0.03% 385
2024
Q2
$406K Sell
6,630
-1,964
-23% -$118K 0.03% 370
2024
Q1
$532K Sell
8,594
-31
-0.4% -$1.86K 0.04% 326
2023
Q4
$494K Sell
8,625
-2,455
-22% -$134K 0.04% 324
2023
Q3
$598K Sell
11,080
-175
-2% -$9.78K 0.06% 259
2023
Q2
$631K Sell
11,255
-190
-2% -$10.6K 0.06% 261
2023
Q1
$625K Buy
+11,445
New +$628K 0.06% 250
2022
Q3
$576K Buy
11,390
+5,760
+102% +$311K 0.06% 229
2022
Q2
$303K Buy
5,630
+1,000
+22% +$54.9K 0.03% 352
2022
Q1
$267K Buy
4,630
+45
+1% +$2.51K 0.03% 390
2021
Q4
$276K Hold
4,585
0.03% 411
2021
Q3
$253K Sell
4,585
-30
-0.7% -$1.72K 0.03% 389
2021
Q2
$252K Sell
4,615
-325
-7% -$17.2K 0.03% 396
2021
Q1
$250K Hold
4,940
0.03% 384
2020
Q4
$243K Sell
4,940
-375
-7% -$17.7K 0.03% 367
2020
Q3
$242K Sell
5,315
-500
-9% -$22.6K 0.04% 341
2020
Q2
$251K Buy
5,815
+80
+1% +$3.38K 0.04% 306
2020
Q1
$215K Sell
5,735
-250
-4% -$10.3K 0.04% 316
2019
Q4
$258K Sell
5,985
-400
-6% -$16.2K 0.04% 294
2019
Q3
$241K Hold
6,385
0.04% 297
2019
Q2
$250K Sell
6,385
-280
-4% -$10.6K 0.04% 305
2019
Q1
$282K Sell
6,665
-270
-4% -$10.3K 0.03% 402
2018
Q4
$251K Sell
6,935
-1,160,300
-99% -$44.5M 0.05% 287
2018
Q3
$1.35M Sell
1,167,235
-77,330
-6% -$2.98M 0.02% 630
2018
Q2
$1.39M Buy
1,244,565
+1,237,455
+17,404% +$43.6M 0.02% 653
2018
Q1
$240K Buy
7,110
+575
+9% +$20.7K 0.05% 331
2017
Q4
$235K Sell
6,535
-200
-3% -$6.94K 0.04% 352
2017
Q3
$233K Buy
6,735
+550
+9% +$18.5K 0.05% 330
2017
Q2
$206K Buy
+6,185
New +$198K 0.05% 349
2016
Q4
Sell
-7,215
Closed -$216K 292
2016
Q3
$216K Buy
+7,215
New +$220K 0.08% 241

Other funds holding IYH

Cornerstone Wealth Management's IYH Position: Q1 2026 in Review

Cornerstone Wealth Management reduced its iShares US Healthcare ETF (IYH) stake by 29% in Q1 2026, selling an estimated $85.8K and leaving 3,318 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #678.

Cornerstone Wealth Management first reported a position in IYH in Q3 2016 and has held it in 36 quarters since. The position peaked at $1.39M in Q2 2018. 513 funds tracked by Wall St. Rank hold IYH as of Q1 2026.

  • Cornerstone Wealth Management held 3,318 shares of iShares US Healthcare ETF worth $205K as of Q1 2026.
  • Cornerstone Wealth Management sold 1,328 iShares US Healthcare ETF shares in Q1 2026, an estimated $85.8K.
  • iShares US Healthcare ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q1 2026, its #678 holding.
  • Cornerstone Wealth Management first reported a position in iShares US Healthcare ETF in Q3 2016 and has held it in 36 quarters since.
  • Cornerstone Wealth Management's iShares US Healthcare ETF position peaked at $1.39M in Q2 2018.
  • 513 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.