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

Capital Square’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 Q1	–	Sell	-3,895	Closed	-$205K	–	152
2022 Q4	$205K	Buy	+3,895	New	+$198K	0.19%	127
2022 Q3	–	Sell	-4,495	Closed	-$226K	–	138
2022 Q2	$226K	Buy	4,495 +220	+5%	+$12K	0.19%	114
2022 Q1	$260K	Buy	+4,275	New	+$255K	0.19%	118

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 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 $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Square's IHI Position: Q1 2023 in Review

Capital Square sold out of iShares US Medical Devices ETF (IHI) in Q1 2023, closing a stake of 3,895 shares — an estimated $205K sold.

Capital Square first reported a position in IHI in Q1 2022 and held it in 3 quarters. The position peaked at $260K in Q1 2022. 557 funds tracked by Wall St. Rank hold IHI as of Q1 2023.

Capital Square reported no remaining iShares US Medical Devices ETF position as of Q1 2023 after selling out during the quarter.
Capital Square sold 3,895 iShares US Medical Devices ETF shares in Q1 2023, an estimated $205K.
Capital Square first reported a position in iShares US Medical Devices ETF in Q1 2022 and held it in 3 quarters.
Capital Square's iShares US Medical Devices ETF position peaked at $260K in Q1 2022.
557 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2023.

Based on Capital Square's 13F filing for Q1 2023, filed 24 Apr 2023.