CWM
Cranbrook 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 | $112K | Hold |
1,977
| – | – | 0.02% | 155 |
|
2025
Q1 | $120K | Hold |
1,977
| – | – | 0.03% | 136 |
|
2024
Q4 | $115K | Hold |
1,977
| – | – | 0.03% | 139 |
|
2024
Q3 | $129K | Sell |
1,977
-153
| -7% | -$9.95K | 0.03% | 137 |
|
2024
Q2 | $131K | Hold |
2,130
| – | – | 0.03% | 131 |
|
2024
Q1 | $132K | Buy |
2,130
+1,704
| +400% | +$105K | 0.03% | 111 |
|
2023
Q4 | $122K | Hold |
426
| – | – | 0.03% | 116 |
|
2023
Q3 | $115K | Hold |
426
| – | – | 0.03% | 107 |
|
2023
Q2 | $119K | Hold |
426
| – | – | 0.03% | 113 |
|
2023
Q1 | $116K | Hold |
426
| – | – | 0.03% | 113 |
|
2022
Q4 | $121K | Hold |
426
| – | – | 0.03% | 115 |
|
2022
Q3 | $108K | Hold |
426
| – | – | 0.03% | 121 |
|
2022
Q2 | $115K | Hold |
426
| – | – | 0.03% | 121 |
|
2022
Q1 | $123K | Hold |
426
| – | – | 0.03% | 125 |
|
2021
Q4 | $128K | Hold |
426
| – | – | 0.03% | 121 |
|
2021
Q3 | $118K | Sell |
426
-38
| -8% | -$10.5K | 0.03% | 127 |
|
2021
Q2 | $127K | Sell |
464
-37
| -7% | -$10.1K | 0.03% | 123 |
|
2021
Q1 | $126K | Sell |
501
-60
| -11% | -$15.1K | 0.03% | 122 |
|
2020
Q4 | $138K | Hold |
561
| – | – | 0.04% | 109 |
|
2020
Q3 | $127K | Hold |
561
| – | – | 0.04% | 102 |
|
2020
Q2 | $121K | Hold |
561
| – | – | 0.04% | 106 |
|
2020
Q1 | $105K | Hold |
561
| – | – | 0.04% | 102 |
|
2019
Q4 | $121K | Hold |
561
| – | – | 0.03% | 107 |
|
2019
Q3 | $106K | Hold |
561
| – | – | 0.03% | 106 |
|
2019
Q2 | $110K | Hold |
561
| – | – | 0.03% | 104 |
|
2019
Q1 | $109K | Hold |
561
| – | – | 0.03% | 102 |
|
2018
Q4 | $101K | Hold |
561
| – | – | 0.04% | 100 |
|
2018
Q3 | $114K | Hold |
561
| – | – | 0.04% | 90 |
|
2018
Q2 | $100K | Hold |
561
| – | – | 0.04% | 95 |
|
2018
Q1 | $97K | Hold |
561
| – | – | 0.04% | 93 |
|
2017
Q4 | $98K | Hold |
561
| – | – | 0.04% | 93 |
|
2017
Q3 | $96K | Hold |
561
| – | – | 0.04% | 91 |
|
2017
Q2 | $93K | Hold |
561
| – | – | 0.04% | 90 |
|
2017
Q1 | $87K | Hold |
561
| – | – | 0.04% | 86 |
|
2016
Q4 | $81K | Hold |
561
| – | – | 0.04% | 91 |
|
2016
Q3 | $84K | Hold |
561
| – | – | 0.04% | 86 |
|
2016
Q2 | $83K | Hold |
561
| – | – | 0.04% | 84 |
|
2016
Q1 | $79K | Hold |
561
| – | – | 0.04% | 84 |
|
2015
Q4 | $84K | Hold |
561
| – | – | 0.05% | 80 |
|
2015
Q3 | $78K | Sell |
561
-100
| -15% | -$13.9K | 0.04% | 86 |
|
2015
Q2 | $105K | Hold |
661
| – | – | 0.06% | 76 |
|
2015
Q1 | $102K | Hold |
661
| – | – | 0.06% | 78 |
|
2014
Q4 | $95K | Hold |
661
| – | – | 0.06% | 81 |
|
2014
Q3 | $89K | Sell |
661
-119
| -15% | -$16K | 0.06% | 69 |
|
2014
Q2 | $100K | Hold |
780
| – | – | 0.07% | 65 |
|
2014
Q1 | $96K | Hold |
780
| – | – | 0.07% | 67 |
|
2013
Q4 | $91K | Buy |
+780
| New | +$91K | 0.06% | 84 |
|