Clearview Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Clearview Wealth 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 Q3	–	Sell	-443	Closed	-$25K	–	358
2023 Q2	$25K	Sell	443 -108	-20%	-$5.95K	0.03%	251
2023 Q1	$29.8K	Buy	551 +70	+15%	+$3.73K	0.03%	230
2022 Q4	$25.3K	Hold	481	–	–	0.02%	218
2022 Q3	$23K	Sell	481 -84	-15%	-$4.36K	0.02%	238
2022 Q2	$29K	Hold	565	–	–	0.02%	235
2022 Q1	$34K	Sell	565 -378	-40%	-$22.5K	0.02%	239
2021 Q4	$62K	Sell	943 -6	-0.6%	-$384	0.04%	210
2021 Q3	$60K	Sell	949 -59	-6%	-$3.76K	0.04%	220
2021 Q2	$61K	Sell	1,008 -16,320	-94%	-$944K	0.04%	223
2021 Q1	$954K	Sell	17,328 -9,312	-35%	-$516K	0.62%	38
2020 Q4	$1.45M	Buy	+26,640	New	+$1.39M	0.98%	24

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 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 $374B AUM 17.66% 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 $14.7B AUM 47% 1-Year Est. Return

Clearview Wealth Advisors's IHI Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q3 2023, closing a stake of 443 shares — an estimated $25K sold.

Clearview Wealth Advisors first reported a position in IHI in Q4 2020 and held it in 11 quarters. The position peaked at $1.45M in Q4 2020. 544 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

Clearview Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 443 iShares US Medical Devices ETF shares in Q3 2023, an estimated $25K.
Clearview Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's iShares US Medical Devices ETF position peaked at $1.45M in Q4 2020.
544 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.