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American Portfolios Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

American Portfolios 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
2022
Q3 		$719K Sell
15,250
-1,650
-10% -$85.6K 0.03% 521
2022
Q2 		$852K Sell
16,900
-15,832
-48% -$863K 0.04% 467
2022
Q1 		$2M Sell
32,732
-1,188
-4% -$70.8K 0.07% 279
2021
Q4 		$2.23M Buy
33,920
+2,811
+9% +$180K 0.08% 260
2021
Q3 		$1.95M Buy
31,109
+2,711
+10% +$173K 0.07% 275
2021
Q2 		$1.71M Buy
28,398
+720
+3% +$41.6K 0.07% 288
2021
Q1 		$1.52M Buy
27,678
+1,176
+4% +$65.2K 0.07% 289
2020
Q4 		$1.45M Buy
26,502
+114
+0.4% +$5.96K 0.07% 258
2020
Q3 		$1.32M Buy
26,388
+1,866
+8% +$90.4K 0.08% 233
2020
Q2 		$1.08M Buy
24,522
+2,880
+13% +$123K 0.07% 257
2020
Q1 		$813K Buy
21,642
+3,204
+17% +$135K 0.07% 260
2019
Q4 		$812K Buy
18,438
+1,230
+7% +$51.7K 0.06% 316
2019
Q3 		$709K Buy
17,208
+1,092
+7% +$44.7K 0.06% 313
2019
Q2 		$647K Buy
16,116
+1,992
+14% +$75.4K 0.05% 323
2019
Q1 		$545K Buy
14,124
+1,512
+12% +$54.9K 0.05% 350
2018
Q4 		$420K Buy
12,612
+744
+6% +$25.8K 0.05% 319
2018
Q3 		$450K Buy
11,868
+1,128
+11% +$40.1K 0.05% 346
2018
Q2 		$359K Sell
10,740
-120
-1% -$3.91K 0.05% 362
2018
Q1 		$335K Buy
10,860
+2,550
+31% +$78.5K 0.05% 362
2017
Q4 		$240K Buy
+8,310
New +$240K 0.04% 435

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

American Portfolios Advisors's IHI Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares US Medical Devices ETF (IHI) stake by 9.8% in Q3 2022, selling an estimated $85.6K and leaving 15,250 shares worth $719K. The position accounts for 0.03% of the portfolio, ranked #521.

American Portfolios Advisors first reported a position in IHI in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.23M in Q4 2021. 556 funds tracked by Wall St. Rank hold IHI as of Q3 2022.

  • American Portfolios Advisors held 15,250 shares of iShares US Medical Devices ETF worth $719K as of Q3 2022.
  • American Portfolios Advisors sold 1,650 iShares US Medical Devices ETF shares in Q3 2022, an estimated $85.6K.
  • iShares US Medical Devices ETF made up 0.03% of American Portfolios Advisors's portfolio in Q3 2022, its #521 holding.
  • American Portfolios Advisors first reported a position in iShares US Medical Devices ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares US Medical Devices ETF position peaked at $2.23M in Q4 2021.
  • 556 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.