BigSur Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

BigSur 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
2023 Q3	–	Sell	-7,180	Closed	-$405K	–	117
2023 Q2	$405K	Hold	7,180	–	–	0.19%	88
2023 Q1	$388K	Hold	7,180	–	–	0.18%	93
2022 Q4	$377K	Hold	7,180	–	–	0.18%	92
2022 Q3	$339K	Hold	7,180	–	–	0.17%	91
2022 Q2	$362K	Hold	7,180	–	–	0.17%	91
2022 Q1	$438K	Buy	7,180 +2,050	+40%	+$122K	0.17%	92
2021 Q4	$338K	Hold	5,130	–	–	0.13%	103
2021 Q3	$322K	Hold	5,130	–	–	0.14%	96
2021 Q2	$309K	Hold	5,130	–	–	0.14%	94
2021 Q1	$282K	Hold	5,130	–	–	0.14%	92
2020 Q4	$280K	Hold	5,130	–	–	0.16%	84
2020 Q3	$256K	Buy	+5,130	New	+$248K	0.16%	81

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

BigSur Wealth Management's IHI Position: Q3 2023 in Review

BigSur Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q3 2023, closing a stake of 7,180 shares — an estimated $405K sold.

BigSur Wealth Management first reported a position in IHI in Q3 2020 and held it in 12 quarters. The position peaked at $438K in Q1 2022. 544 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

BigSur Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q3 2023 after selling out during the quarter.
BigSur Wealth Management sold 7,180 iShares US Medical Devices ETF shares in Q3 2023, an estimated $405K.
BigSur Wealth Management first reported a position in iShares US Medical Devices ETF in Q3 2020 and held it in 12 quarters.
BigSur Wealth Management's iShares US Medical Devices ETF position peaked at $438K in Q1 2022.
544 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

Based on BigSur Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.