Capital Market Strategies’s iShares US Medical Devices ETF IHI Stock Holding History

Capital Market Strategies’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	-3,580	Closed	-$202K	–	145
2023 Q2	$202K	Buy	+3,580	New	+$197K	0.19%	132
2023 Q1	–	Sell	-4,391	Closed	-$231K	–	83
2022 Q4	$231K	Sell	4,391 -258	-6%	-$13.1K	0.25%	112
2022 Q3	$219K	Sell	4,649 -67	-1%	-$3.48K	0.25%	110
2022 Q2	$238K	Sell	4,716 -152	-3%	-$8.28K	0.25%	111
2022 Q1	$297K	Sell	4,868 -2,187	-31%	-$130K	0.26%	102
2021 Q4	$465K	Buy	+7,055	New	+$452K	0.38%	71

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 $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 $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 $424B AUM 22.96% 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 $20.6B AUM 59.59% 1-Year Est. Return

Capital Market Strategies's IHI Position: Q3 2023 in Review

Capital Market Strategies sold out of iShares US Medical Devices ETF (IHI) in Q3 2023, closing a stake of 3,580 shares — an estimated $202K sold.

Capital Market Strategies first reported a position in IHI in Q4 2021 and held it in 6 quarters. The position peaked at $465K in Q4 2021. 544 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

Capital Market Strategies reported no remaining iShares US Medical Devices ETF position as of Q3 2023 after selling out during the quarter.
Capital Market Strategies sold 3,580 iShares US Medical Devices ETF shares in Q3 2023, an estimated $202K.
Capital Market Strategies first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 6 quarters.
Capital Market Strategies's iShares US Medical Devices ETF position peaked at $465K in Q4 2021.
544 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

Based on Capital Market Strategies's 13F filing for Q3 2023, filed 18 Oct 2023.