Derbend Asset Management’s iShares US Healthcare ETF IYH Stock Holding History

Derbend Asset 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
2024 Q1	$276K	Sell	4,463 -67	-1%	-$4.03K	0.14%	96
2023 Q4	$259K	Sell	4,530 -1,055	-19%	-$57.4K	0.15%	91
2023 Q3	$302K	Buy	+5,585	New	+$312K	0.21%	77
2023 Q1	–	Sell	-3,700	Closed	-$210K	–	78
2022 Q4	$210K	Buy	+3,700	New	+$204K	0.17%	74
2022 Q2	–	Sell	-5,550	Closed	-$333K	–	82
2022 Q1	$333K	Hold	5,550	–	–	0.33%	66
2021 Q4	$333K	Hold	5,550	–	–	0.33%	65
2021 Q3	$306K	Sell	5,550 -70	-1%	-$4K	0.29%	70
2021 Q2	$307K	Buy	+5,620	New	+$297K	0.29%	72

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Bellwether Advisors Lincoln, Nebraska $590M AUM 35.66% 1-Year Est. Return

Derbend Asset Management's IYH Position: Q1 2024 in Review

Derbend Asset Management reduced its iShares US Healthcare ETF (IYH) stake by 1.5% in Q1 2024, selling an estimated $4.03K and leaving 4,463 shares worth $276K. The position accounts for 0.14% of the portfolio, ranked #96.

Derbend Asset Management first reported a position in IYH in Q2 2021 and has held it in 8 quarters since. The position peaked at $333K in Q1 2022. 484 funds tracked by Wall St. Rank hold IYH as of Q1 2024.

Derbend Asset Management held 4,463 shares of iShares US Healthcare ETF worth $276K as of Q1 2024.
Derbend Asset Management sold 67 iShares US Healthcare ETF shares in Q1 2024, an estimated $4.03K.
iShares US Healthcare ETF made up 0.14% of Derbend Asset Management's portfolio in Q1 2024, its #96 holding.
Derbend Asset Management first reported a position in iShares US Healthcare ETF in Q2 2021 and has held it in 8 quarters since.
Derbend Asset Management's iShares US Healthcare ETF position peaked at $333K in Q1 2022.
484 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2024.

Based on Derbend Asset Management's 13F filing for Q1 2024, filed 30 Apr 2024.