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

Almanack 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
2022
Q4 		– Sell
-2,572
Closed -$121K – 651
2022
Q3 		$121K Sell
2,572
-2,212
-46% -$115K 0.02% 171
2022
Q2 		$241K Sell
4,784
-473
-9% -$25.8K 0.02% 369
2022
Q1 		$320K Sell
5,257
-620
-11% -$37K 0.03% 349
2021
Q4 		$387K Buy
5,877
+99
+2% +$6.34K 0.03% 312
2021
Q3 		$363K Sell
5,778
-12
-0.2% -$766 0.03% 330
2021
Q2 		$349K Buy
5,790
+390
+7% +$22.6K 0.03% 288
2021
Q1 		$297K Sell
5,400
-9,216
-63% -$511K 0.03% 314
2020
Q4 		$797K Buy
14,616
+168
+1% +$8.78K 0.09% 142
2020
Q3 		$764K Sell
14,448
-1,626
-10% -$78.7K 0.09% 143
2020
Q2 		$709K Sell
16,074
-3,744
-19% -$160K 0.13% 91
2020
Q1 		$744K Sell
19,818
-4,980
-20% -$210K 0.16% 83
2019
Q4 		$1.09M Buy
24,798
+246
+1% +$10.3K 0.21% 66
2019
Q3 		$1.01M Buy
24,552
+156
+0.6% +$6.39K 0.2% 69
2019
Q2 		$979K Sell
24,396
-2,460
-9% -$93.1K 0.23% 56
2019
Q1 		$1.04M Buy
26,856
+11,046
+70% +$401K 0.29% 42
2018
Q4 		$526K Buy
15,810
+672
+4% +$23.3K 0.16% 74
2018
Q3 		$544K Buy
15,138
+4,974
+49% +$177K 0.14% 82
2018
Q2 		$340K Buy
10,164
+4,464
+78% +$145K 0.15% 65
2018
Q1 		$176K Buy
+5,700
New +$176K 0.07% 120

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Almanack Investment Partners's IHI Position: Q4 2022 in Review

Almanack Investment Partners sold out of iShares US Medical Devices ETF (IHI) in Q4 2022, closing a stake of 2,572 shares — an estimated $121K sold.

Almanack Investment Partners first reported a position in IHI in Q1 2018 and held it in 19 quarters. The position peaked at $1.09M in Q4 2019. 577 funds tracked by Wall St. Rank hold IHI as of Q4 2022.

  • Almanack Investment Partners reported no remaining iShares US Medical Devices ETF position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 2,572 iShares US Medical Devices ETF shares in Q4 2022, an estimated $121K.
  • Almanack Investment Partners first reported a position in iShares US Medical Devices ETF in Q1 2018 and held it in 19 quarters.
  • Almanack Investment Partners's iShares US Medical Devices ETF position peaked at $1.09M in Q4 2019.
  • 577 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.