Chevy Chase Trust’s iShares US Medical Devices ETF IHI Stock Holding History

Chevy Chase Trust’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	-3,820	Closed	-$201K	–	644
2022 Q4	$201K	Buy	+3,820	New	+$194K	﹤0.01%	641
2019 Q1	–	Sell	-330	Closed	-$11K	–	679
2018 Q4	$11K	Buy	+330	New	+$11.4K	﹤0.01%	716
2017 Q1	–	Sell	-136,998	Closed	-$3.04M	–	661
2016 Q4	$3.04M	Buy	+136,998	New	+$3.11M	0.02%	523

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

MIH

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Chevy Chase Trust's IHI Position: Q1 2023 in Review

Chevy Chase Trust sold out of iShares US Medical Devices ETF (IHI) in Q1 2023, closing a stake of 3,820 shares — an estimated $201K sold.

Chevy Chase Trust first reported a position in IHI in Q4 2016 and held it in 3 quarters. The position peaked at $3.04M in Q4 2016. 557 funds tracked by Wall St. Rank hold IHI as of Q1 2023.

Chevy Chase Trust reported no remaining iShares US Medical Devices ETF position as of Q1 2023 after selling out during the quarter.
Chevy Chase Trust sold 3,820 iShares US Medical Devices ETF shares in Q1 2023, an estimated $201K.
Chevy Chase Trust first reported a position in iShares US Medical Devices ETF in Q4 2016 and held it in 3 quarters.
Chevy Chase Trust's iShares US Medical Devices ETF position peaked at $3.04M in Q4 2016.
557 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2023.

Based on Chevy Chase Trust's 13F filing for Q1 2023, filed 16 May 2023.