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

Crewe 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 Q1	–	Sell	-22	Closed	-$1.16K	–	934
2022 Q4	$1.16K	Hold	22	–	–	﹤0.01%	911
2022 Q3	$1K	Hold	22	–	–	﹤0.01%	1154
2022 Q2	$1K	Hold	22	–	–	﹤0.01%	1074
2022 Q1	$1K	Buy	+22	New	+$1.31K	﹤0.01%	458

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 22.9% 1-Year Est. Return

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

Crewe Advisors's IHI Position: Q1 2023 in Review

Crewe Advisors sold out of iShares US Medical Devices ETF (IHI) in Q1 2023, closing a stake of 22 shares — an estimated $1.16K sold.

Crewe Advisors first reported a position in IHI in Q1 2022 and held it in 4 quarters. The position peaked at $1.16K in Q4 2022. 557 funds tracked by Wall St. Rank hold IHI as of Q1 2023.

Crewe Advisors reported no remaining iShares US Medical Devices ETF position as of Q1 2023 after selling out during the quarter.
Crewe Advisors sold 22 iShares US Medical Devices ETF shares in Q1 2023, an estimated $1.16K.
Crewe Advisors first reported a position in iShares US Medical Devices ETF in Q1 2022 and held it in 4 quarters.
Crewe Advisors's iShares US Medical Devices ETF position peaked at $1.16K in Q4 2022.
557 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2023.

Based on Crewe Advisors's 13F filing for Q1 2023, filed 12 May 2023.