N.E.W. Advisory Services’s iShares US Healthcare ETF IYH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.2K | Sell |
1,260
-150
| -11% | -$8.47K | 0.01% | 272 |
|
|
2025
Q1 | $85.9K | Buy |
+1,410
| New | +$85.9K | 0.01% | 295 |
|
|
2023
Q2 | – | Sell |
-5,070
| Closed | -$277K | – | 138 |
|
|
2023
Q1 | $277K | Hold |
5,070
| – | – | 0.04% | 110 |
|
|
2022
Q4 | $288K | Hold |
5,070
| – | – | 0.05% | 107 |
|
|
2022
Q3 | $257K | Hold |
5,070
| – | – | 0.05% | 109 |
|
|
2022
Q2 | $273K | Sell |
5,070
-3,100
| -38% | -$167K | 0.05% | 106 |
|
|
2022
Q1 | $413K | Buy |
8,170
+1,100
| +16% | +$55.6K | 0.08% | 88 |
|
|
2021
Q4 | $425K | Sell |
7,070
-1,015
| -13% | -$61K | 0.06% | 94 |
|
|
2021
Q3 | $446K | Sell |
8,085
-85
| -1% | -$4.69K | 0.07% | 86 |
|
|
2021
Q2 | $447K | Hold |
8,170
| – | – | 0.07% | 86 |
|
|
2021
Q1 | $411K | Sell |
8,170
-1,500
| -16% | -$75.5K | 0.08% | 89 |
|
|
2020
Q4 | $476K | Buy |
+9,670
| New | +$476K | 0.1% | 90 |
|