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DWM
Darwin Wealth Management’s
iShares US Healthcare ETF
IYH
Stock Holding History
Darwin Wealth Management’s Portfolio
IYH Stock Details
IYH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q1
–
Sell
-5,155
Closed
-$293K
–
168
2022
Q4
$293K
Hold
5,155
–
–
0.08%
140
2022
Q3
$271K
Hold
5,155
–
–
0.07%
132
2022
Q2
$284K
Hold
5,155
–
–
0.06%
141
2022
Q1
$298K
Hold
5,155
–
–
0.05%
144
2021
Q4
$285K
Hold
5,155
–
–
0.05%
150
2021
Q3
$285K
Hold
5,155
–
–
0.05%
145
2021
Q2
$281K
Hold
5,155
–
–
0.05%
147
2021
Q1
$260K
Hold
5,155
–
–
0.05%
144
2020
Q4
$253K
Hold
5,155
–
–
0.05%
146
2020
Q3
$234K
Hold
5,155
–
–
0.05%
141
2020
Q2
$222K
Hold
5,155
–
–
0.06%
145
2020
Q1
$193K
Hold
5,155
–
–
0.06%
131
2019
Q4
$222K
Buy
+5,155
New
+$208K
0.06%
142
2019
Q3
–
Sell
-5,155
Closed
-$201K
–
149
2019
Q2
$201K
Buy
+5,155
New
+$195K
0.06%
144
2018
Q4
–
Sell
-5,070
Closed
-$206K
–
112
2018
Q3
$206K
Buy
+5,070
New
+$196K
0.12%
121
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1-Year Est. Return
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1-Year Est. Return
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$432B AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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