CC
IHI icon

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

Copperleaf Capital’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
2022
Q3 		– Sell
-15,672
Closed -$790K – 71
2022
Q2 		$790K Buy
15,672
+288
+2% +$15.7K 0.8% 39
2022
Q1 		$938K Buy
15,384
+798
+5% +$47.6K 0.83% 36
2021
Q4 		$961K Buy
14,586
+2,681
+23% +$172K 0.83% 41
2021
Q3 		$747K Buy
11,905
+2,065
+21% +$132K 0.72% 40
2021
Q2 		$592K Sell
9,840
-30
-0.3% -$1.74K 0.58% 46
2021
Q1 		$543K Sell
9,870
-14,124
-59% -$783K 0.58% 44
2020
Q4 		$1.31M Buy
+23,994
New +$1.25M 1.12% 27

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Copperleaf Capital's IHI Position: Q3 2022 in Review

Copperleaf Capital sold out of iShares US Medical Devices ETF (IHI) in Q3 2022, closing a stake of 15,672 shares — an estimated $790K sold.

Copperleaf Capital first reported a position in IHI in Q4 2020 and held it in 7 quarters. The position peaked at $1.31M in Q4 2020. 556 funds tracked by Wall St. Rank hold IHI as of Q3 2022.

  • Copperleaf Capital reported no remaining iShares US Medical Devices ETF position as of Q3 2022 after selling out during the quarter.
  • Copperleaf Capital sold 15,672 iShares US Medical Devices ETF shares in Q3 2022, an estimated $790K.
  • Copperleaf Capital first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 7 quarters.
  • Copperleaf Capital's iShares US Medical Devices ETF position peaked at $1.31M in Q4 2020.
  • 556 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2022.

Based on Copperleaf Capital's 13F filing for Q3 2022, filed 14 Nov 2022.