Brandywine Oak Private Wealth’s iShares US Medical Devices ETF IHI Stock Holding History

Brandywine Oak Private 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 Q3	–	Sell	-7,171	Closed	-$361K	–	309
2022 Q2	$361K	Sell	7,171 -450	-6%	-$24.5K	0.05%	210
2022 Q1	$464K	Buy	7,621 +238	+3%	+$14.2K	0.05%	201
2021 Q4	$486K	Buy	7,383 +1,725	+30%	+$110K	0.05%	203
2021 Q3	$355K	Sell	5,658 -270	-5%	-$17.2K	0.04%	226
2021 Q2	$356K	Buy	+5,928	New	+$343K	0.04%	226

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

MIH

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Brandywine Oak Private Wealth's IHI Position: Q3 2022 in Review

Brandywine Oak Private Wealth sold out of iShares US Medical Devices ETF (IHI) in Q3 2022, closing a stake of 7,171 shares — an estimated $361K sold.

Brandywine Oak Private Wealth first reported a position in IHI in Q2 2021 and held it in 5 quarters. The position peaked at $486K in Q4 2021. 556 funds tracked by Wall St. Rank hold IHI as of Q3 2022.

Brandywine Oak Private Wealth reported no remaining iShares US Medical Devices ETF position as of Q3 2022 after selling out during the quarter.
Brandywine Oak Private Wealth sold 7,171 iShares US Medical Devices ETF shares in Q3 2022, an estimated $361K.
Brandywine Oak Private Wealth first reported a position in iShares US Medical Devices ETF in Q2 2021 and held it in 5 quarters.
Brandywine Oak Private Wealth's iShares US Medical Devices ETF position peaked at $486K in Q4 2021.
556 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2022.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.