NewEdge Advisors’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 | $1.1M | Sell |
19,522
-4,356
| -18% | -$246K | 0.01% | 1225 |
|
|
2025
Q1 | $1.45M | Sell |
23,878
-237
| -1% | -$14.4K | 0.01% | 1001 |
|
|
2024
Q4 | $1.41M | Buy |
24,115
+3,320
| +16% | +$193K | 0.01% | 995 |
|
|
2024
Q3 | $1.35M | Sell |
20,795
-52
| -0.2% | -$3.38K | 0.01% | 969 |
|
|
2024
Q2 | $1.28M | Buy |
20,847
+1,197
| +6% | +$73.3K | 0.01% | 949 |
|
|
2024
Q1 | $1.22M | Sell |
19,650
-4,350
| -18% | -$269K | 0.01% | 897 |
|
|
2023
Q4 | $1.39M | Sell |
24,000
-26,595
| -53% | -$1.54M | 0.01% | 799 |
|
|
2023
Q3 | $2.73M | Buy |
50,595
+1,965
| +4% | +$106K | 0.03% | 490 |
|
|
2023
Q2 | $2.73M | Buy |
48,630
+5,290
| +12% | +$296K | 0.03% | 486 |
|
|
2023
Q1 | $2.38M | Buy |
43,340
+1,760
| +4% | +$96.5K | 0.03% | 482 |
|
|
2022
Q4 | $1.56M | Buy |
41,580
+4,805
| +13% | +$180K | 0.04% | 383 |
|
|
2022
Q3 | $1.86M | Buy |
36,775
+15,305
| +71% | +$774K | 0.03% | 449 |
|
|
2022
Q2 | $1.16M | Buy |
+21,470
| New | +$1.16M | 0.02% | 616 |
|
|
2022
Q1 | – | Sell |
-24,755
| Closed | -$1.49M | – | 1383 |
|
|
2021
Q4 | $1.49M | Buy |
24,755
+12,895
| +109% | +$775K | 0.02% | 554 |
|
|
2021
Q3 | $654K | Buy |
11,860
+1,130
| +11% | +$62.3K | 0.02% | 681 |
|
|
2021
Q2 | $586K | Sell |
10,730
-435
| -4% | -$23.8K | 0.02% | 697 |
|
|
2021
Q1 | $564K | Sell |
11,165
-270
| -2% | -$13.6K | 0.02% | 630 |
|
|
2020
Q4 | $562K | Sell |
11,435
-820
| -7% | -$40.3K | 0.02% | 589 |
|
|
2020
Q3 | $557K | Sell |
12,255
-2,395
| -16% | -$109K | 0.02% | 543 |
|
|
2020
Q2 | $632K | Buy |
14,650
+2,205
| +18% | +$95.1K | 0.02% | 478 |
|
|
2020
Q1 | $467K | Sell |
12,445
-1,525
| -11% | -$57.2K | 0.02% | 470 |
|
|
2019
Q4 | $602K | Sell |
13,970
-3,150
| -18% | -$136K | 0.02% | 472 |
|
|
2019
Q3 | $648K | Sell |
17,120
-770
| -4% | -$29.1K | 0.03% | 421 |
|
|
2019
Q2 | $699K | Sell |
17,890
-4,160
| -19% | -$163K | 0.04% | 330 |
|
|
2019
Q1 | $855K | Sell |
22,050
-4,995
| -18% | -$194K | 0.06% | 297 |
|
|
2018
Q4 | $978 | Buy |
27,045
+15,580
| +136% | +$563 | 0.06% | 260 |
|
|
2018
Q3 | $465K | Buy |
+11,465
| New | +$465K | 0.04% | 376 |
|
|
2017
Q3 | – | Sell |
-765
| Closed | -$25.4K | – | 744 |
|
|
2017
Q2 | $25.4K | Buy |
+765
| New | +$25.4K | ﹤0.01% | 668 |
|