Dowling & Yahnke’s iShares US Medical Devices ETF IHI Stock Holding History

Dowling & Yahnke’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	-4,098	Closed	-$207K	–	381
2022 Q2	$207K	Sell	4,098 -24	-0.6%	-$1.31K	0.01%	352
2022 Q1	$251K	Hold	4,122	–	–	0.01%	336
2021 Q4	$271K	Hold	4,122	–	–	0.01%	331
2021 Q3	$259K	Buy	+4,122	New	+$263K	0.01%	326
2020 Q1	–	Sell	-690	Closed	-$30K	–	337
2019 Q4	$30K	Buy	+690	New	+$29K	﹤0.01%	329

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Dowling & Yahnke's IHI Position: Q3 2022 in Review

Dowling & Yahnke sold out of iShares US Medical Devices ETF (IHI) in Q3 2022, closing a stake of 4,098 shares — an estimated $207K sold.

Dowling & Yahnke first reported a position in IHI in Q4 2019 and held it in 5 quarters. The position peaked at $271K in Q4 2021. 556 funds tracked by Wall St. Rank hold IHI as of Q3 2022.

Dowling & Yahnke reported no remaining iShares US Medical Devices ETF position as of Q3 2022 after selling out during the quarter.
Dowling & Yahnke sold 4,098 iShares US Medical Devices ETF shares in Q3 2022, an estimated $207K.
Dowling & Yahnke first reported a position in iShares US Medical Devices ETF in Q4 2019 and held it in 5 quarters.
Dowling & Yahnke's iShares US Medical Devices ETF position peaked at $271K in Q4 2021.
556 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.