Avestar Capital’s iShares US Medical Devices ETF IHI Stock Holding History

Avestar Capital’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 Q2	–	Sell	-5,495	Closed	-$335K	–	347
2022 Q1	$335K	Sell	5,495 -63,887	-92%	-$3.81M	0.05%	287
2021 Q4	$4.57M	Sell	69,382 -1,371	-2%	-$87.8K	0.56%	41
2021 Q3	$4.44M	Buy	70,753 +553	+0.8%	+$35.3K	0.57%	41
2021 Q2	$4.22M	Buy	70,200 +4,686	+7%	+$271K	0.57%	47
2021 Q1	$3.94M	Buy	65,514 +23,928	+58%	+$1.33M	0.88%	21
2020 Q4	$2.27M	Buy	41,586 +19,230	+86%	+$1.01M	0.63%	30
2020 Q3	$1.16M	Buy	+22,356	New	+$1.08M	0.38%	57

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

MIH

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

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

Avestar Capital's IHI Position: Q2 2022 in Review

Avestar Capital sold out of iShares US Medical Devices ETF (IHI) in Q2 2022, closing a stake of 5,495 shares — an estimated $335K sold.

Avestar Capital first reported a position in IHI in Q3 2020 and held it in 7 quarters. The position peaked at $4.57M in Q4 2021. 592 funds tracked by Wall St. Rank hold IHI as of Q2 2022.

Avestar Capital reported no remaining iShares US Medical Devices ETF position as of Q2 2022 after selling out during the quarter.
Avestar Capital sold 5,495 iShares US Medical Devices ETF shares in Q2 2022, an estimated $335K.
Avestar Capital first reported a position in iShares US Medical Devices ETF in Q3 2020 and held it in 7 quarters.
Avestar Capital's iShares US Medical Devices ETF position peaked at $4.57M in Q4 2021.
592 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2022.

Based on Avestar Capital's 13F filing for Q2 2022, filed 28 Jul 2022.