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Abound Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Abound Wealth Management’s Portfolio IHI Stock Details IHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-325
Closed -$19.8K – 122
2022
Q1 		$19.8K Buy
+325
New +$19.4K 0.01% 82

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Envestnet Asset Management
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Abound Wealth Management's IHI Position: Q2 2022 in Review

Abound Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q2 2022, closing a stake of 325 shares — an estimated $19.8K sold.

Abound Wealth Management first reported a position in IHI in Q1 2022 and held it in 1 quarter. The position peaked at $19.8K in Q1 2022. 592 funds tracked by Wall St. Rank hold IHI as of Q2 2022.

  • Abound Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q2 2022 after selling out during the quarter.
  • Abound Wealth Management sold 325 iShares US Medical Devices ETF shares in Q2 2022, an estimated $19.8K.
  • Abound Wealth Management first reported a position in iShares US Medical Devices ETF in Q1 2022 and held it in 1 quarter.
  • Abound Wealth Management's iShares US Medical Devices ETF position peaked at $19.8K in Q1 2022.
  • 592 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2022.

Based on Abound Wealth Management's 13F filing for Q2 2022, filed 12 Aug 2024.