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

Ashford 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 Q4	–	Sell	-7,745	Closed	-$365K	–	16
2022 Q3	$365K	Hold	7,745	–	–	0.14%	14
2022 Q2	$391K	Hold	7,745	–	–	0.14%	14
2022 Q1	$472K	Buy	+7,745	New	+$462K	0.16%	12

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Ashford Advisors's IHI Position: Q4 2022 in Review

Ashford Advisors sold out of iShares US Medical Devices ETF (IHI) in Q4 2022, closing a stake of 7,745 shares — an estimated $365K sold.

Ashford Advisors first reported a position in IHI in Q1 2022 and held it in 3 quarters. The position peaked at $472K in Q1 2022. 577 funds tracked by Wall St. Rank hold IHI as of Q4 2022.

Ashford Advisors reported no remaining iShares US Medical Devices ETF position as of Q4 2022 after selling out during the quarter.
Ashford Advisors sold 7,745 iShares US Medical Devices ETF shares in Q4 2022, an estimated $365K.
Ashford Advisors first reported a position in iShares US Medical Devices ETF in Q1 2022 and held it in 3 quarters.
Ashford Advisors's iShares US Medical Devices ETF position peaked at $472K in Q1 2022.
577 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2022.

Based on Ashford Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.