CI
IYH icon

CX Institutional’s iShares US Healthcare ETF IYH Stock Holding History

CX Institutional’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
2026
Q2 		$17K Sell
260
-11,347
-98% -$710K ﹤0.01% 1204
2026
Q1 		$715K Buy
11,607
+9,655
+495% +$624K 0.02% 396
2025
Q4 		$127K Buy
1,952
+1,920
+6,000% +$121K ﹤0.01% 811
2025
Q3 		$2K Sell
32
-1,685
-98% -$96K ﹤0.01% 1311
2025
Q2 		$97K Buy
1,717
+1,179
+219% +$66.5K ﹤0.01% 771
2025
Q1 		$33K Sell
538
-14,063
-96% -$859K ﹤0.01% 894
2024
Q4 		$851K Buy
+14,601
New +$902K 0.03% 278
2024
Q2 		– Sell
-9,370
Closed -$580K – 560
2024
Q1 		$580K Buy
+9,370
New +$563K 0.03% 350
2023
Q4 		– Sell
-21,305
Closed -$1.15M – 555
2023
Q3 		$1.15M Buy
+21,305
New +$1.19M 0.06% 233
2023
Q1 		– Sell
-47,970
Closed -$2.72M – 534
2022
Q4 		$2.72M Sell
47,970
-39,450
-45% -$2.18M 0.17% 169
2022
Q3 		$4.42M Buy
87,420
+41,480
+90% +$2.24M 0.31% 86
2022
Q2 		$2.47M Buy
+45,940
New +$2.52M 0.19% 137
2021
Q4 		– Sell
-575
Closed -$32K – 639
2021
Q3 		$32K Sell
575
-355
-38% -$20.3K ﹤0.01% 659
2021
Q2 		$51K Sell
930
-2,735
-75% -$145K ﹤0.01% 563
2021
Q1 		$185K Buy
+3,665
New +$184K 0.02% 310
2019
Q1 		– Sell
-525
Closed -$19K – 806
2018
Q4 		$19K Buy
+525
New +$20.1K ﹤0.01% 319

Other funds holding IYH

FCFC
First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
KCM
Kennicott Capital Management Corte Madera, California $216M AUM 24% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
KFP
KMG Fiduciary Partners Toledo, Ohio $1.08B AUM 31.69% 1-Year Est. Return
SMWM
Silvia McColl Wealth Management San Diego, California $166M AUM 30.46% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM
ASBI
American State Bank (Iowa) Sioux Center, Iowa $247M AUM 52.3% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return