Danda Trouve Investment Management’s iShares US Medical Devices ETF IHI Stock Holding History

Danda Trouve Investment Management’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	$12K	Buy	+248	New	+$12.9K	0.02%	78
2021 Q1	–	Sell	-180	Closed	-$10K	–	150
2020 Q4	$10K	Hold	180	–	–	0.01%	105
2020 Q3	$9K	Sell	180 -30	-14%	-$1.45K	0.01%	103
2020 Q2	$9K	Hold	210	–	–	0.01%	101
2020 Q1	$8K	Buy	210 +90	+75%	+$3.79K	0.02%	103
2019 Q4	$5K	Buy	+120	New	+$5.04K	0.01%	134

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Danda Trouve Investment Management's IHI Position: Q3 2022 in Review

Danda Trouve Investment Management opened a new position in iShares US Medical Devices ETF (IHI) in Q3 2022: 248 shares worth $12K. The stake represents 0.02% of the portfolio and ranks #78 among its holdings. This is a return to the name: Danda Trouve Investment Management previously reported a position in IHI as recently as Q4 2020.

Danda Trouve Investment Management first reported a position in IHI in Q4 2019 and has held it in 6 quarters since. 556 funds tracked by Wall St. Rank hold IHI as of Q3 2022.

Danda Trouve Investment Management held 248 shares of iShares US Medical Devices ETF worth $12K as of Q3 2022.
iShares US Medical Devices ETF was a new Danda Trouve Investment Management position in Q3 2022.
iShares US Medical Devices ETF made up 0.02% of Danda Trouve Investment Management's portfolio in Q3 2022, its #78 holding.
Danda Trouve Investment Management first reported a position in iShares US Medical Devices ETF in Q4 2019 and has held it in 6 quarters since.
556 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.