Ellevest Inc’s iShares US Medical Devices ETF IHI Stock Holding History

Ellevest Inc’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 Q2	–	Sell	-276	Closed	-$14.9K	–	956
2023 Q1	$14.9K	Hold	276	–	–	﹤0.01%	929
2022 Q4	$14.5K	Hold	276	–	–	﹤0.01%	944
2022 Q3	$13K	Hold	276	–	–	﹤0.01%	928
2022 Q2	$14K	Hold	276	–	–	﹤0.01%	821
2022 Q1	$17K	Hold	276	–	–	﹤0.01%	770
2021 Q4	$18K	Hold	276	–	–	﹤0.01%	735
2021 Q3	$17K	Sell	276 -114	-29%	-$7.27K	﹤0.01%	699
2021 Q2	$23K	Hold	390	–	–	﹤0.01%	612
2021 Q1	$21K	Buy	+390	New	+$21.6K	﹤0.01%	645

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Fisher Asset Management

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return