IYH — ISHARES TR

Ownership history in CIC Wealth, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which CIC Wealth, LLC reported a position in ISHARES TR (IYH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.24% (2022 Q4)
Avg. % of fund
0.17%
First filed
2022 Q4
Last filed
2024 Q2
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 REDUCED 3,420 -2,565 -42.9% 0.06% $210K $59.89
2024 Q1 ADDED 5,985 +3,865 +182.3% 0.11% $370K $60.38
2023 Q4 ADDED 2,120 +46 +2.2% 0.19% $607K $55.69
2023 Q3 ADDED 2,074 +209 +11.2% 0.20% $560K $52.38
2023 Q2 ADDED 1,865 +59 +3.3% 0.18% $523K $54.12
2023 Q1 REDUCED 1,806 -209 -10.4% 0.19% $493K $52.63
2022 Q4 INITIATED 2,015 — — 0.24% $572K —
% of Fund (quarterly)    IYH price (monthly, adj. close)

Other funds also holding IYH

As of 2025 Q4 — sorted by position size

Camarda Financial Advisors, LLC 3Y 7Y 5.54% Summit Financial Consulting LLC 5.19% RPS ADVISORY SOLUTIONS LLC 4.42% PINKERTON WEALTH, LLC 3Y 7Y 4.11% HC Advisors, LLC 3Y 3.31% Audent Global Asset Management, LLC 3Y 3.04% First Citizens Financial Corp 3Y 3.01% CONSOLIDATED CAPITAL MANAGEMENT, LLC 3Y 7Y 2.57% Lighthouse Financial LLC 2.5% Sowa Financial Group, Inc. 3Y 1.97%
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