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IYH icon

Cutler Group’s iShares US Healthcare ETF IYH Stock Holding History

Cutler Group’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
2023
Q3 		– Sell
-500
Closed -$28K – 4052
2023
Q2 		$28K Buy
+500
New +$27.8K ﹤0.01% 1647
2023
Q1 		– Sell
-500
Closed -$28K – 4265
2022
Q4 		$28K Buy
+500
New +$27.6K ﹤0.01% 1981
2018
Q2 		– Sell
-365
Closed -$12K – 4528
2018
Q1 		$12K Hold
365
– – ﹤0.01% 2649
2017
Q4 		$12K Sell
365
-1,000
-73% -$34.7K ﹤0.01% 2983
2017
Q3 		$46K Sell
1,365
-395
-22% -$13.3K ﹤0.01% 2314
2017
Q2 		$58K Buy
+1,760
New +$56.2K ﹤0.01% 2345
2016
Q4 		– Sell
-9,340
Closed -$271K – 6910
2016
Q3 		$280K Buy
9,340
+1,000
+12% +$30.6K 0.01% 960
2016
Q2 		$247K Buy
+8,340
New +$244K 0.01% 969

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
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return