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

Newbridge Financial Services Group’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	$73.7K	Hold	1,100	–	–	0.01%	395
2026 Q1	$67.8K	Buy	1,100 +100	+10%	+$6.46K	0.01%	368
2025 Q4	$65.1K	Hold	1,000	–	–	0.01%	381
2025 Q3	$58.7K	Hold	1,000	–	–	0.01%	480
2025 Q2	$56.5K	Buy	+1,000	New	+$56.4K	0.01%	482
2024 Q3	–	Sell	-780	Closed	-$47.8K	–	885
2024 Q2	$47.8K	Buy	780 +1	+0.1%	+$60	0.02%	386
2024 Q1	$48.2K	Buy	779 +4	+0.5%	+$241	0.02%	401
2023 Q4	$44.5K	Buy	775 +5	+0.6%	+$272	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%	+$274	0.02%	504
2022 Q4	$43.5K	Hold	765	–	–	0.03%	499
2022 Q3	$39K	Buy	765 +5	+0.7%	+$270	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%	+$286	0.02%	483
2021 Q3	$42K	Hold	755	–	–	0.03%	464
2021 Q2	$41K	Sell	755 -250	-25%	-$13.2K	0.03%	505
2021 Q1	$51K	Buy	+1,005	New	+$50.5K	0.04%	395

Other funds holding IYH

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Newbridge Financial Services Group's IYH Position: Q2 2026 in Review

Newbridge Financial Services Group held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 1,100 shares worth $73.7K. The position accounts for 0.01% of the portfolio, ranked #395.

Newbridge Financial Services Group first reported a position in IYH in Q1 2021 and has held it in 19 quarters since. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

Newbridge Financial Services Group held 1,100 shares of iShares US Healthcare ETF worth $73.7K as of Q2 2026.
Newbridge Financial Services Group left its iShares US Healthcare ETF share count unchanged in Q2 2026.
iShares US Healthcare ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #395 holding.
Newbridge Financial Services Group first reported a position in iShares US Healthcare ETF in Q1 2021 and has held it in 19 quarters since.
529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.