B. Riley Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

B. Riley Wealth Management’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	$4.9K	Buy	97,209 +34,481	+55%	+$1.88M	0.01%	144
2022 Q1	$3.82M	Buy	62,728 +1,506	+2%	+$89.8K	0.29%	85
2021 Q4	$4.03M	Buy	61,222 +260	+0.4%	+$16.6K	0.28%	88
2021 Q3	$3.83M	Buy	+60,962	New	+$3.89M	0.29%	79
2020 Q3	–	Sell	-62,652	Closed	-$2.77M	–	463
2020 Q2	$2.77M	Sell	62,652 -49,842	-44%	-$2.13M	0.3%	81
2020 Q1	$4.22M	Buy	112,494 +29,784	+36%	+$1.25M	0.44%	62
2019 Q4	$3.64M	Buy	82,710 +18,678	+29%	+$785K	0.55%	46
2019 Q3	$2.64M	Buy	64,032 +33,558	+110%	+$1.37M	0.46%	54
2019 Q2	$1.22K	Buy	+30,474	New	+$1.15M	0.19%	107
2015 Q3	–	Sell	-204	Closed	-$4K	–	434
2015 Q2	$4K	Hold	204	–	–	﹤0.01%	884
2015 Q1	$4K	Hold	204	–	–	﹤0.01%	888
2014 Q4	$3K	Hold	204	–	–	﹤0.01%	907
2014 Q3	$3K	Hold	204	–	–	﹤0.01%	955
2014 Q2	$3K	Hold	204	–	–	﹤0.01%	991
2014 Q1	$3K	Buy	+204	New	+$3.27K	﹤0.01%	959

Other funds holding IHI

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 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

B. Riley Wealth Management's IHI Position: Q2 2022 in Review

B. Riley Wealth Management increased its iShares US Medical Devices ETF (IHI) stake by 55% in Q2 2022, buying an estimated $1.88M and bringing the position to 97,209 shares worth $4.9K. The position accounts for 0.01% of the portfolio, ranked #144.

B. Riley Wealth Management first reported a position in IHI in Q1 2014 and has held it in 15 quarters since. The position peaked at $4.22M in Q1 2020. 593 funds tracked by Wall St. Rank hold IHI as of Q2 2022.

B. Riley Wealth Management held 97,209 shares of iShares US Medical Devices ETF worth $4.9K as of Q2 2022.
B. Riley Wealth Management bought 34,481 iShares US Medical Devices ETF shares in Q2 2022, an estimated $1.88M.
iShares US Medical Devices ETF made up 0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #144 holding.
B. Riley Wealth Management first reported a position in iShares US Medical Devices ETF in Q1 2014 and has held it in 15 quarters since.
B. Riley Wealth Management's iShares US Medical Devices ETF position peaked at $4.22M in Q1 2020.
593 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.