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Ahrens Investment Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Ahrens Investment Partners’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 		$5.63M Sell
104,322
-24,054
-19% -$1.28M 2.79% 6
2022
Q4 		$6.75M Buy
128,376
+6,443
+5% +$327K 3.06% 4
2022
Q3 		$5.75M Sell
121,933
-749
-0.6% -$38.9K 3.03% 8
2022
Q2 		$6.19M Sell
122,682
-17,857
-13% -$973K 2.73% 7
2022
Q1 		$8.57M Sell
140,539
-322
-0.2% -$19.2K 2.7% 6
2021
Q4 		$9.28M Sell
140,861
-3,688
-3% -$236K 4.1% 1
2021
Q3 		$9.07M Buy
144,549
+5,733
+4% +$366K 4.33% 1
2021
Q2 		$8.35M Buy
138,816
+1,524
+1% +$88.1K 3.86% 1
2021
Q1 		$7.56M Buy
137,292
+7,992
+6% +$443K 3.82% 1
2020
Q4 		$7.05M Buy
129,300
+4,146
+3% +$217K 3.78% 3
2020
Q3 		$6.25M Sell
125,154
-31,938
-20% -$1.55M 4.16% 3
2020
Q2 		$6.93M Buy
157,092
+10,134
+7% +$433K 4.22% 5
2020
Q1 		$5.52M Sell
146,958
-8,520
-5% -$359K 3.96% 4
2019
Q4 		$6.85M Buy
155,478
+2,700
+2% +$113K 2.85% 8
2019
Q3 		$6.29M Buy
152,778
+39,342
+35% +$1.61M 2.78% 8
2019
Q2 		$4.55M Buy
113,436
+40,098
+55% +$1.52M 2.07% 12
2019
Q1 		$2.83M Buy
73,338
+1,824
+3% +$66.2K 1.29% 18
2018
Q4 		$2.38M Buy
71,514
+1,746
+3% +$60.5K 1.11% 23
2018
Q3 		$2.65M Buy
69,768
+8,100
+13% +$288K 0.99% 28
2018
Q2 		$2.06M Buy
61,668
+34,368
+126% +$1.12M 0.86% 30
2018
Q1 		$842K Buy
27,300
+5,670
+26% +$175K 0.36% 61
2017
Q4 		$626K Sell
21,630
-630
-3% -$18.2K 0.25% 68
2017
Q3 		$620K Buy
22,260
+5,520
+33% +$153K 0.27% 64
2017
Q2 		$465K Buy
+16,740
New +$443K 0.2% 71

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIH
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
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $570B AUM 27.57% 1-Year Est. Return

Ahrens Investment Partners's IHI Position: Q1 2023 in Review

Ahrens Investment Partners reduced its iShares US Medical Devices ETF (IHI) stake by 19% in Q1 2023, selling an estimated $1.28M and leaving 104,322 shares worth $5.63M. The position accounts for 2.79% of the portfolio, ranked #6.

Ahrens Investment Partners first reported a position in IHI in Q2 2017 and has held it in 24 quarters since. The position peaked at $9.28M in Q4 2021. 557 funds tracked by Wall St. Rank hold IHI as of Q1 2023.

  • Ahrens Investment Partners held 104,322 shares of iShares US Medical Devices ETF worth $5.63M as of Q1 2023.
  • Ahrens Investment Partners sold 24,054 iShares US Medical Devices ETF shares in Q1 2023, an estimated $1.28M.
  • iShares US Medical Devices ETF made up 2.79% of Ahrens Investment Partners's portfolio in Q1 2023, its #6 holding.
  • Ahrens Investment Partners first reported a position in iShares US Medical Devices ETF in Q2 2017 and has held it in 24 quarters since.
  • Ahrens Investment Partners's iShares US Medical Devices ETF position peaked at $9.28M in Q4 2021.
  • 557 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.