CWA Asset Management Group’s iShares US Healthcare ETF IYH Stock Holding History

CWA Asset Management 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
2025 Q1	–	Sell	-9,026	Closed	-$526K	–	617
2024 Q4	$526K	Sell	9,026 -80	-0.9%	-$4.94K	0.03%	376
2024 Q3	$592K	Buy	+9,106	New	+$582K	0.03%	331
2024 Q1	$568K	Sell	9,183 -84,207	-90%	-$5.06M	0.03%	304
2023 Q4	$5.35M	Buy	+93,390	New	+$5.08M	0.37%	68

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CWA Asset Management Group's IYH Position: Q1 2025 in Review

CWA Asset Management Group sold out of iShares US Healthcare ETF (IYH) in Q1 2025, closing a stake of 9,026 shares — an estimated $526K sold.

CWA Asset Management Group first reported a position in IYH in Q4 2023 and held it in 4 quarters. The position peaked at $5.35M in Q4 2023. 497 funds tracked by Wall St. Rank hold IYH as of Q1 2025.

CWA Asset Management Group reported no remaining iShares US Healthcare ETF position as of Q1 2025 after selling out during the quarter.
CWA Asset Management Group sold 9,026 iShares US Healthcare ETF shares in Q1 2025, an estimated $526K.
CWA Asset Management Group first reported a position in iShares US Healthcare ETF in Q4 2023 and held it in 4 quarters.
CWA Asset Management Group's iShares US Healthcare ETF position peaked at $5.35M in Q4 2023.
497 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2025.

Based on CWA Asset Management Group's 13F filing for Q1 2025, filed 21 Apr 2025.