Adirondack Trust Company’s iShares US Medical Devices ETF IHI Stock Holding History

Adirondack Trust Company’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
2023 Q4	–	Sell	-100	Closed	-$4.85K	–	507
2023 Q3	$4.85K	Hold	100	–	–	﹤0.01%	410
2023 Q2	$5.61K	Sell	100 -75	-43%	-$4.13K	﹤0.01%	383
2023 Q1	$9.44K	Hold	175	–	–	﹤0.01%	336
2022 Q4	$9.2K	Buy	175 +100	+133%	+$5.08K	﹤0.01%	337
2022 Q3	$4K	Hold	75	–	–	﹤0.01%	412
2022 Q2	$4K	Buy	+75	New	+$4.09K	﹤0.01%	393
2017 Q1	–	Sell	-156	Closed	-$3K	–	346
2016 Q4	$3K	Hold	156	–	–	﹤0.01%	298
2016 Q3	$4K	Hold	156	–	–	﹤0.01%	290
2016 Q2	$4K	Hold	156	–	–	﹤0.01%	333
2016 Q1	$3K	Buy	+156	New	+$3.03K	﹤0.01%	332

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Adirondack Trust Company's IHI Position: Q4 2023 in Review

Adirondack Trust Company sold out of iShares US Medical Devices ETF (IHI) in Q4 2023, closing a stake of 100 shares — an estimated $4.85K sold.

Adirondack Trust Company first reported a position in IHI in Q1 2016 and held it in 10 quarters. The position peaked at $9.44K in Q1 2023. 576 funds tracked by Wall St. Rank hold IHI as of Q4 2023.

Adirondack Trust Company reported no remaining iShares US Medical Devices ETF position as of Q4 2023 after selling out during the quarter.
Adirondack Trust Company sold 100 iShares US Medical Devices ETF shares in Q4 2023, an estimated $4.85K.
Adirondack Trust Company first reported a position in iShares US Medical Devices ETF in Q1 2016 and held it in 10 quarters.
Adirondack Trust Company's iShares US Medical Devices ETF position peaked at $9.44K in Q1 2023.
576 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2023.

Based on Adirondack Trust Company's 13F filing for Q4 2023, filed 29 Mar 2024.