Newbridge Financial Services Group’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 | $56.5K | Buy |
+1,000
| New | +$56.5K | 0.01% | 482 |
|
2024
Q3 | – | Sell |
-780
| Closed | -$47.8K | – | 890 |
|
2024
Q2 | $47.8K | Buy |
780
+1
| +0.1% | +$61 | 0.02% | 386 |
|
2024
Q1 | $48.2K | Buy |
779
+4
| +0.5% | +$248 | 0.02% | 401 |
|
2023
Q4 | $44.5K | Buy |
775
+5
| +0.6% | +$287 | 0.02% | 420 |
|
2023
Q3 | $41.6K | Hold |
770
| – | – | 0.02% | 455 |
|
2023
Q2 | $43.2K | Hold |
770
| – | – | 0.02% | 495 |
|
2023
Q1 | $42K | Buy |
770
+5
| +0.7% | +$273 | 0.02% | 504 |
|
2022
Q4 | $43.5K | Hold |
765
| – | – | 0.03% | 499 |
|
2022
Q3 | $39K | Buy |
765
+5
| +0.7% | +$255 | 0.02% | 513 |
|
2022
Q2 | $41K | Hold |
760
| – | – | 0.03% | 449 |
|
2022
Q1 | $44K | Hold |
760
| – | – | 0.02% | 509 |
|
2021
Q4 | $46K | Buy |
760
+5
| +0.7% | +$303 | 0.02% | 483 |
|
2021
Q3 | $42K | Hold |
755
| – | – | 0.03% | 464 |
|
2021
Q2 | $41K | Sell |
755
-250
| -25% | -$13.6K | 0.03% | 505 |
|
2021
Q1 | $51K | Buy |
+1,005
| New | +$51K | 0.04% | 395 |
|