Newbridge Financial Services Group’s iShares US Healthcare Providers ETF IHF Stock Holding History

Newbridge Financial Services Group’s Portfolio IHF Stock Details IHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5	Closed	-$262	–	855
2024 Q2	$262	Hold	5	–	–	﹤0.01%	1039
2024 Q1	$273	Hold	5	–	–	﹤0.01%	1115
2023 Q4	$263	Hold	5	–	–	﹤0.01%	1073
2023 Q3	$246	Hold	5	–	–	﹤0.01%	1233
2023 Q2	$256	Hold	5	–	–	﹤0.01%	1283
2023 Q1	$247	Hold	5	–	–	﹤0.01%	1346
2022 Q4	$268	Hold	5	–	–	﹤0.01%	1380
2022 Q3	$0	Buy	+5	New	+$271	﹤0.01%	1422
2022 Q2	–	Sell	-40	Closed	-$2K	–	1434
2022 Q1	$2K	Buy	40 +15	+60%	+$823	﹤0.01%	1291
2021 Q4	$1K	Buy	+25	New	+$1.36K	﹤0.01%	1335

Other funds holding IHF

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Newbridge Financial Services Group's IHF Position: Q3 2024 in Review

Newbridge Financial Services Group sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2024, closing a stake of 5 shares — an estimated $262 sold.

Newbridge Financial Services Group first reported a position in IHF in Q4 2021 and held it in 10 quarters. The position peaked at $2K in Q1 2022. 203 funds tracked by Wall St. Rank hold IHF as of Q3 2024.

Newbridge Financial Services Group reported no remaining iShares US Healthcare Providers ETF position as of Q3 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 5 iShares US Healthcare Providers ETF shares in Q3 2024, an estimated $262.
Newbridge Financial Services Group first reported a position in iShares US Healthcare Providers ETF in Q4 2021 and held it in 10 quarters.
Newbridge Financial Services Group's iShares US Healthcare Providers ETF position peaked at $2K in Q1 2022.
203 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2024.

Based on Newbridge Financial Services Group's 13F filing for Q3 2024, filed 12 Nov 2024.