C2C Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

C2C 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 Q4	–	Sell	-32,454	Closed	-$1.56M	–	153
2023 Q3	$1.56M	Hold	32,454	–	–	0.22%	47
2023 Q2	$1.84M	Hold	32,454	–	–	0.24%	43
2023 Q1	$1.77M	Hold	32,454	–	–	0.29%	44
2022 Q4	$1.75M	Hold	32,454	–	–	0.3%	35
2022 Q3	$1.63M	Hold	32,454	–	–	0.32%	35
2022 Q2	$1.67M	Sell	32,454 -318	-1%	-$17.3K	0.31%	36
2022 Q1	$1.99M	Sell	32,772 -2,100	-6%	-$125K	0.34%	36
2021 Q4	$2.3M	Buy	+34,872	New	+$2.23M	0.33%	35

Other funds holding IHI

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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

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 22.96% 1-Year Est. Return

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

HIIFS

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

C2C Wealth Management's IHI Position: Q4 2023 in Review

C2C Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q4 2023, closing a stake of 32,454 shares — an estimated $1.56M sold.

C2C Wealth Management first reported a position in IHI in Q4 2021 and held it in 8 quarters. The position peaked at $2.3M in Q4 2021. 576 funds tracked by Wall St. Rank hold IHI as of Q4 2023.

C2C Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 32,454 iShares US Medical Devices ETF shares in Q4 2023, an estimated $1.56M.
C2C Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 8 quarters.
C2C Wealth Management's iShares US Medical Devices ETF position peaked at $2.3M in Q4 2021.
576 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.