CFS Investment Advisory Services’s iShares US Medical Devices ETF IHI Stock Holding History

CFS Investment Advisory Services’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	-8,368	Closed	-$472K	–	194
2023 Q2	$472K	Buy	+8,368	New	+$461K	0.06%	165
2022 Q3	–	Sell	-17,754	Closed	-$896K	–	291
2022 Q2	$896K	Sell	17,754 -1,632,008	-99%	-$88.9M	0.14%	131
2022 Q1	$27K	Buy	1,649,762 +1,623,379	+6,153%	+$96.8M	0.12%	89
2021 Q4	$1.56M	Buy	26,383 +3,946	+18%	+$253K	0.21%	103
2021 Q3	$1.41M	Buy	+22,437	New	+$1.43M	0.19%	122
2020 Q4	$8.45M	Buy	+154,908	New	+$8.1M	1.35%	15

Other funds holding IHI

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 San Diego, California $376B AUM 19.32% 1-Year Est. Return

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B 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 $528B AUM 27.57% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return