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Carr Financial Group’s iShares US Medical Devices ETF IHI Stock Holding History

Carr Financial Group’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
-3,858
Closed -$218K – 169
2023
Q2 		$218K Sell
3,858
-1,230
-24% -$67.7K 0.09% 165
2023
Q1 		$275K Buy
+5,088
New +$271K 0.12% 134

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Carr Financial Group's IHI Position: Q3 2023 in Review

Carr Financial Group sold out of iShares US Medical Devices ETF (IHI) in Q3 2023, closing a stake of 3,858 shares — an estimated $218K sold.

Carr Financial Group first reported a position in IHI in Q1 2023 and held it in 2 quarters. The position peaked at $275K in Q1 2023. 544 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

  • Carr Financial Group reported no remaining iShares US Medical Devices ETF position as of Q3 2023 after selling out during the quarter.
  • Carr Financial Group sold 3,858 iShares US Medical Devices ETF shares in Q3 2023, an estimated $218K.
  • Carr Financial Group first reported a position in iShares US Medical Devices ETF in Q1 2023 and held it in 2 quarters.
  • Carr Financial Group's iShares US Medical Devices ETF position peaked at $275K in Q1 2023.
  • 544 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

Based on Carr Financial Group's 13F filing for Q3 2023, filed 7 Nov 2023.