Cascade Investment Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Cascade Investment Advisors’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 Q2	–	Sell	-320	Closed	-$17.3K	–	153
2023 Q1	$17.3K	Buy	+320	New	+$17K	0.01%	196
2022 Q3	–	Sell	-420	Closed	-$21.2K	–	154
2022 Q2	$21.2K	Hold	420	–	–	0.02%	190
2022 Q1	$25.6K	Hold	420	–	–	0.02%	202
2021 Q4	$27.7K	Hold	420	–	–	0.02%	195
2021 Q3	$26.4K	Hold	420	–	–	0.02%	192
2021 Q2	$25.3K	Hold	420	–	–	0.02%	197
2021 Q1	$23.1K	Hold	420	–	–	0.02%	199
2020 Q4	$22.9K	Buy	+420	New	+$22K	0.02%	194

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 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

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cascade Investment Advisors's IHI Position: Q2 2023 in Review

Cascade Investment Advisors sold out of iShares US Medical Devices ETF (IHI) in Q2 2023, closing a stake of 320 shares — an estimated $17.3K sold.

Cascade Investment Advisors first reported a position in IHI in Q4 2020 and held it in 8 quarters. The position peaked at $27.7K in Q4 2021. 585 funds tracked by Wall St. Rank hold IHI as of Q2 2023.

Cascade Investment Advisors reported no remaining iShares US Medical Devices ETF position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 320 iShares US Medical Devices ETF shares in Q2 2023, an estimated $17.3K.
Cascade Investment Advisors first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 8 quarters.
Cascade Investment Advisors's iShares US Medical Devices ETF position peaked at $27.7K in Q4 2021.
585 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.