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Axim Planning & Wealth’s iShares US Medical Devices ETF IHI Stock Holding History

Axim Planning & Wealth’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
-768
Closed -$36K – 97
2022
Q3 		$36K Hold
768
– – 0.04% 62
2022
Q2 		$39K Buy
+768
New +$41.9K 0.03% 52

Other funds holding IHI

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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 $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Axim Planning & Wealth's IHI Position: Q4 2022 in Review

Axim Planning & Wealth sold out of iShares US Medical Devices ETF (IHI) in Q4 2022, closing a stake of 768 shares — an estimated $36K sold.

Axim Planning & Wealth first reported a position in IHI in Q2 2022 and held it in 2 quarters. The position peaked at $39K in Q2 2022. 577 funds tracked by Wall St. Rank hold IHI as of Q4 2022.

  • Axim Planning & Wealth reported no remaining iShares US Medical Devices ETF position as of Q4 2022 after selling out during the quarter.
  • Axim Planning & Wealth sold 768 iShares US Medical Devices ETF shares in Q4 2022, an estimated $36K.
  • Axim Planning & Wealth first reported a position in iShares US Medical Devices ETF in Q2 2022 and held it in 2 quarters.
  • Axim Planning & Wealth's iShares US Medical Devices ETF position peaked at $39K in Q2 2022.
  • 577 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2022.

Based on Axim Planning & Wealth's 13F filing for Q4 2022, filed 8 Feb 2023.