Crumly & Associates’s iShares US Medical Devices ETF IHI Stock Holding History

Crumly & Associates’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 Q4	–	Sell	-23,880	Closed	-$1.16M	–	130
2023 Q3	$1.16M	Sell	23,880 -5,523	-19%	-$294K	0.45%	45
2023 Q2	$1.66M	Sell	29,403 -80,817	-73%	-$4.45M	0.66%	40
2023 Q1	$5.95M	Sell	110,220 -1,841	-2%	-$98K	2.58%	13
2022 Q4	$5.89M	Sell	112,061 -129,544	-54%	-$6.57M	2.22%	15
2022 Q3	$11.4M	Buy	241,605 +86,027	+55%	+$4.46M	4.7%	4
2022 Q2	$7.85M	Buy	155,578 +28,729	+23%	+$1.57M	3.26%	12
2022 Q1	$7.73M	Buy	126,849 +109,410	+627%	+$6.52M	2.9%	14
2021 Q4	$1.04M	Buy	+17,439	New	+$1.12M	0.41%	43

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Crumly & Associates's IHI Position: Q4 2023 in Review

Crumly & Associates sold out of iShares US Medical Devices ETF (IHI) in Q4 2023, closing a stake of 23,880 shares — an estimated $1.16M sold.

Crumly & Associates first reported a position in IHI in Q4 2021 and held it in 8 quarters. The position peaked at $11.4M in Q3 2022. 576 funds tracked by Wall St. Rank hold IHI as of Q4 2023.

Crumly & Associates reported no remaining iShares US Medical Devices ETF position as of Q4 2023 after selling out during the quarter.
Crumly & Associates sold 23,880 iShares US Medical Devices ETF shares in Q4 2023, an estimated $1.16M.
Crumly & Associates first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 8 quarters.
Crumly & Associates's iShares US Medical Devices ETF position peaked at $11.4M in Q3 2022.
576 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2023.

Based on Crumly & Associates's 13F filing for Q4 2023, filed 29 Jan 2024.