Access Financial Services’s iShares US Medical Devices ETF IHI Stock Holding History

Access Financial Services’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 Q3	–	Sell	-7,962	Closed	-$402K	–	93
2022 Q2	$402K	Buy	7,962 +238	+3%	+$13K	0.23%	84
2022 Q1	$471K	Buy	+7,724	New	+$460K	0.22%	92
2021 Q1	–	Sell	-5,052	Closed	-$276K	–	105
2020 Q4	$276K	Buy	+5,052	New	+$264K	0.14%	84

Other funds holding IHI

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Access Financial Services's IHI Position: Q3 2022 in Review

Access Financial Services sold out of iShares US Medical Devices ETF (IHI) in Q3 2022, closing a stake of 7,962 shares — an estimated $402K sold.

Access Financial Services first reported a position in IHI in Q4 2020 and held it in 3 quarters. The position peaked at $471K in Q1 2022. 556 funds tracked by Wall St. Rank hold IHI as of Q3 2022.

Access Financial Services reported no remaining iShares US Medical Devices ETF position as of Q3 2022 after selling out during the quarter.
Access Financial Services sold 7,962 iShares US Medical Devices ETF shares in Q3 2022, an estimated $402K.
Access Financial Services first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 3 quarters.
Access Financial Services's iShares US Medical Devices ETF position peaked at $471K in Q1 2022.
556 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2022.

Based on Access Financial Services's 13F filing for Q3 2022, filed 18 Oct 2022.