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	–	947
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 $1.89T 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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Ellevest Inc's IHI Position: Q2 2023 in Review

Ellevest Inc sold out of iShares US Medical Devices ETF (IHI) in Q2 2023, closing a stake of 276 shares — an estimated $14.9K sold.

Ellevest Inc first reported a position in IHI in Q1 2021 and held it in 9 quarters. The position peaked at $23K in Q2 2021. 585 funds tracked by Wall St. Rank hold IHI as of Q2 2023.

Ellevest Inc reported no remaining iShares US Medical Devices ETF position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 276 iShares US Medical Devices ETF shares in Q2 2023, an estimated $14.9K.
Ellevest Inc first reported a position in iShares US Medical Devices ETF in Q1 2021 and held it in 9 quarters.
Ellevest Inc's iShares US Medical Devices ETF position peaked at $23K in Q2 2021.
585 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.