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

Campbell 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	-3,923	Closed	-$221K	–	78
2023 Q2	$221K	Sell	3,923 -466	-11%	-$25.7K	0.03%	69
2023 Q1	$237K	Sell	4,389 -1,291	-23%	-$68.7K	0.03%	60
2022 Q4	$299K	Sell	5,680 -68	-1%	-$3.45K	0.04%	52
2022 Q3	$271K	Buy	5,748 +132	+2%	+$6.85K	0.04%	55
2022 Q2	$283K	Hold	5,616	–	–	0.04%	40
2022 Q1	$342K	Sell	5,616 -1,007	-15%	-$60K	0.04%	43
2021 Q4	$436K	Buy	6,623 +1,325	+25%	+$84.8K	0.05%	37
2021 Q3	$333K	Hold	5,298	–	–	0.04%	42
2021 Q2	$319K	Buy	5,298 +360	+7%	+$20.8K	0.04%	43
2021 Q1	$272K	Buy	4,938 +948	+24%	+$52.6K	0.04%	49
2020 Q4	$218K	Buy	+3,990	New	+$209K	0.03%	60
2020 Q3	–	Sell	-3,612	Closed	-$159K	–	192
2020 Q2	$159K	Buy	+3,612	New	+$154K	0.03%	67

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

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

Campbell Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q3 2023, closing a stake of 3,923 shares — an estimated $221K sold.

Campbell Wealth Management first reported a position in IHI in Q2 2020 and held it in 12 quarters. The position peaked at $436K in Q4 2021. 545 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

Campbell Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q3 2023 after selling out during the quarter.
Campbell Wealth Management sold 3,923 iShares US Medical Devices ETF shares in Q3 2023, an estimated $221K.
Campbell Wealth Management first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 12 quarters.
Campbell Wealth Management's iShares US Medical Devices ETF position peaked at $436K in Q4 2021.
545 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

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