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

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

Other funds holding IYH

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Darwin Wealth Management's IYH Position: Q1 2023 in Review

Darwin Wealth Management sold out of iShares US Healthcare ETF (IYH) in Q1 2023, closing a stake of 5,155 shares — an estimated $293K sold.

Darwin Wealth Management first reported a position in IYH in Q3 2018 and held it in 15 quarters. The position peaked at $298K in Q1 2022. 474 funds tracked by Wall St. Rank hold IYH as of Q1 2023.

Darwin Wealth Management reported no remaining iShares US Healthcare ETF position as of Q1 2023 after selling out during the quarter.
Darwin Wealth Management sold 5,155 iShares US Healthcare ETF shares in Q1 2023, an estimated $293K.
Darwin Wealth Management first reported a position in iShares US Healthcare ETF in Q3 2018 and held it in 15 quarters.
Darwin Wealth Management's iShares US Healthcare ETF position peaked at $298K in Q1 2022.
474 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2023.

Based on Darwin Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.