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 $1.66T AUM 25.57% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return