Column Capital Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Column Capital 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	$354K	Buy	7,289 +2,441	+50%	+$130K	0.05%	102
2023 Q2	$274K	Hold	4,848	–	–	0.04%	115
2023 Q1	$262K	Hold	4,848	–	–	0.04%	114
2022 Q4	$255K	Hold	4,848	–	–	0.04%	104
2022 Q3	$229K	Hold	4,848	–	–	0.05%	107
2022 Q2	$245K	Hold	4,848	–	–	0.05%	97
2022 Q1	$296K	Hold	4,848	–	–	0.05%	98
2021 Q4	$319K	Hold	4,848	–	–	0.06%	95
2021 Q3	$304K	Hold	4,848	–	–	0.06%	95
2021 Q2	$292K	Hold	4,848	–	–	0.06%	95
2021 Q1	$267K	Hold	4,848	–	–	0.06%	95
2020 Q4	$264K	Hold	4,848	–	–	0.07%	88
2020 Q3	$242K	Hold	4,848	–	–	0.07%	81
2020 Q2	$213K	Buy	+4,848	New	+$207K	0.07%	84

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