Arete Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Arete Wealth 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 Q3	–	Sell	-7,972	Closed	-$450K	–	602
2023 Q2	$450K	Buy	7,972 +655	+9%	+$36.1K	0.04%	382
2023 Q1	$395K	Sell	7,317 -2,377	-25%	-$127K	0.03%	401
2022 Q4	$510M	Buy	9,694 +481	+5%	+$24.4K	0.04%	321
2022 Q3	$435K	Sell	9,213 -245,364	-96%	-$12.7M	0.04%	330
2022 Q2	$11M	Buy	254,577 +246,972	+3,247%	+$13.5M	1.12%	20
2022 Q1	$464K	Sell	7,605 -3,084	-29%	-$184K	0.04%	296
2021 Q4	$699K	Sell	10,689 -67	-0.6%	-$4.29K	0.06%	231
2021 Q3	$675K	Buy	10,756 +1,096	+11%	+$69.9K	0.07%	207
2021 Q2	$580K	Sell	9,660 -1,488	-13%	-$86.1K	0.08%	186
2021 Q1	$614K	Buy	+11,148	New	+$618K	0.08%	212

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIH

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HIIFS

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

Arete Wealth Advisors's IHI Position: Q3 2023 in Review

Arete Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q3 2023, closing a stake of 7,972 shares — an estimated $450K sold.

Arete Wealth Advisors first reported a position in IHI in Q1 2021 and held it in 10 quarters. The position peaked at $510M in Q4 2022. 544 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

Arete Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q3 2023 after selling out during the quarter.
Arete Wealth Advisors sold 7,972 iShares US Medical Devices ETF shares in Q3 2023, an estimated $450K.
Arete Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q1 2021 and held it in 10 quarters.
Arete Wealth Advisors's iShares US Medical Devices ETF position peaked at $510M in Q4 2022.
544 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

Based on Arete Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.