Blue Bell Private Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Blue Bell Private 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	-114	Closed	-$6.44K	–	691
2023 Q2	$6.44K	Hold	114	–	–	﹤0.01%	470
2023 Q1	$6.15K	Hold	114	–	–	﹤0.01%	435
2022 Q4	$5.99K	Hold	114	–	–	﹤0.01%	438
2022 Q3	$5K	Hold	114	–	–	﹤0.01%	467
2022 Q2	$6K	Hold	114	–	–	﹤0.01%	473
2022 Q1	$7K	Hold	114	–	–	﹤0.01%	489
2021 Q4	$8K	Buy	+114	New	+$7.3K	﹤0.01%	444

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Blue Bell Private Wealth Management's IHI Position: Q3 2023 in Review

Blue Bell Private Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q3 2023, closing a stake of 114 shares — an estimated $6.44K sold.

Blue Bell Private Wealth Management first reported a position in IHI in Q4 2021 and held it in 7 quarters. The position peaked at $8K in Q4 2021. 544 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

Blue Bell Private Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q3 2023 after selling out during the quarter.
Blue Bell Private Wealth Management sold 114 iShares US Medical Devices ETF shares in Q3 2023, an estimated $6.44K.
Blue Bell Private Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 7 quarters.
Blue Bell Private Wealth Management's iShares US Medical Devices ETF position peaked at $8K in Q4 2021.
544 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q3 2023, filed 30 Oct 2023.