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 Q1	–	Sell	-500	Closed	-$1K	–	4264
2022 Q4	$1K	Buy	+500	New	+$27.6K	﹤0.01%	4054
2020 Q4	–	Sell	-5,000	Closed	-$7K	–	5142
2020 Q3	$7K	Sell	5,000 -7,500	-60%	-$339K	﹤0.01%	3248
2020 Q2	$13K	Buy	+12,500	New	+$528K	﹤0.01%	2682
2020 Q1	–	Sell	-3,000	Closed	-$5K	–	4346
2019 Q4	$5K	Buy	+3,000	New	+$121K	﹤0.01%	3047
2017 Q3	–	Sell	-2,500	Closed	-$2K	–	6253
2017 Q2	$2K	Sell	2,500 -60,000	-96%	-$1.92M	﹤0.01%	5538
2017 Q1	$56K	Buy	62,500 +49,500	+381%	+$1.51M	﹤0.01%	2299
2016 Q4	$1K	Sell	13,000 -2,000	-13%	-$58K	﹤0.01%	6025
2016 Q3	$3K	Buy	15,000 +11,000	+275%	+$336K	﹤0.01%	5378
2016 Q2	$3K	Sell	4,000 -2,000	-33%	-$58.4K	﹤0.01%	5377
2016 Q1	$4K	Buy	+6,000	New	+$166K	﹤0.01%	5047

Other funds holding IYH

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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