Advanced Asset Management Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Advanced Asset Management Advisors’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 Q1	–	Sell	-1,085	Closed	-$57K	–	160
2022 Q4	$57K	Buy	+1,085	New	+$55.1K	0.01%	94
2020 Q4	–	Sell	-1,500	Closed	-$75K	–	102
2020 Q3	$75K	Hold	1,500	–	–	0.02%	81
2020 Q2	$66K	Sell	1,500 -306	-17%	-$13.1K	0.02%	80
2020 Q1	$68K	Sell	1,806 -540	-23%	-$22.7K	0.02%	96
2019 Q4	$103K	Buy	+2,346	New	+$98.6K	0.03%	99

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 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 22.96% 1-Year Est. Return

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

Advanced Asset Management Advisors's IHI Position: Q1 2023 in Review

Advanced Asset Management Advisors sold out of iShares US Medical Devices ETF (IHI) in Q1 2023, closing a stake of 1,085 shares — an estimated $57K sold.

Advanced Asset Management Advisors first reported a position in IHI in Q4 2019 and held it in 5 quarters. The position peaked at $103K in Q4 2019. 557 funds tracked by Wall St. Rank hold IHI as of Q1 2023.

Advanced Asset Management Advisors reported no remaining iShares US Medical Devices ETF position as of Q1 2023 after selling out during the quarter.
Advanced Asset Management Advisors sold 1,085 iShares US Medical Devices ETF shares in Q1 2023, an estimated $57K.
Advanced Asset Management Advisors first reported a position in iShares US Medical Devices ETF in Q4 2019 and held it in 5 quarters.
Advanced Asset Management Advisors's iShares US Medical Devices ETF position peaked at $103K in Q4 2019.
557 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2023.

Based on Advanced Asset Management Advisors's 13F filing for Q1 2023, filed 11 May 2023.