Cary Street Partners Investment Advisory’s iShares US Medical Devices ETF IHI Stock Holding History

Cary Street Partners Investment Advisory’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	-240	Closed	-$11.6K	–	1186
2023 Q3	$11.6K	Hold	240	–	–	﹤0.01%	1258
2023 Q2	$13.6K	Hold	240	–	–	﹤0.01%	1159
2023 Q1	$13K	Hold	240	–	–	﹤0.01%	1075
2022 Q4	$12.6K	Buy	+240	New	+$12.2K	﹤0.01%	1089

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 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 $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

Cary Street Partners Investment Advisory's IHI Position: Q4 2023 in Review

Cary Street Partners Investment Advisory sold out of iShares US Medical Devices ETF (IHI) in Q4 2023, closing a stake of 240 shares — an estimated $11.6K sold.

Cary Street Partners Investment Advisory first reported a position in IHI in Q4 2022 and held it in 4 quarters. The position peaked at $13.6K in Q2 2023. 575 funds tracked by Wall St. Rank hold IHI as of Q4 2023.

Cary Street Partners Investment Advisory reported no remaining iShares US Medical Devices ETF position as of Q4 2023 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 240 iShares US Medical Devices ETF shares in Q4 2023, an estimated $11.6K.
Cary Street Partners Investment Advisory first reported a position in iShares US Medical Devices ETF in Q4 2022 and held it in 4 quarters.
Cary Street Partners Investment Advisory's iShares US Medical Devices ETF position peaked at $13.6K in Q2 2023.
575 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2023, filed 5 Feb 2024.