Endurance Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Endurance Wealth 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
2023 Q2	$19K	Hold	336	–	–	﹤0.01%	436
2023 Q1	$18K	Hold	336	–	–	﹤0.01%	452
2022 Q4	$18K	Hold	336	–	–	﹤0.01%	422
2022 Q3	$16K	Hold	336	–	–	﹤0.01%	435
2022 Q2	$17K	Hold	336	–	–	﹤0.01%	433
2022 Q1	$20K	Hold	336	–	–	﹤0.01%	443
2021 Q4	$22K	Hold	336	–	–	﹤0.01%	431
2021 Q3	$21K	Hold	336	–	–	﹤0.01%	442
2021 Q2	$20K	Hold	336	–	–	﹤0.01%	451
2021 Q1	$19K	Hold	336	–	–	﹤0.01%	457
2020 Q4	$18K	Hold	336	–	–	﹤0.01%	432
2020 Q3	$17K	Hold	336	–	–	﹤0.01%	417
2020 Q2	$15K	Hold	336	–	–	﹤0.01%	427
2020 Q1	$13K	Hold	336	–	–	﹤0.01%	407
2019 Q4	$15K	Hold	336	–	–	﹤0.01%	384
2019 Q3	$14K	Buy	+336	New	+$13.8K	﹤0.01%	389

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

Endurance Wealth Management's IHI Position: Q2 2023 in Review

Endurance Wealth Management held its iShares US Medical Devices ETF (IHI) position steady in Q2 2023 at 336 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Endurance Wealth Management first reported a position in IHI in Q3 2019 and has held it in 16 quarters since. The position peaked at $22K in Q4 2021. 585 funds tracked by Wall St. Rank hold IHI as of Q2 2023.

Endurance Wealth Management held 336 shares of iShares US Medical Devices ETF worth $19K as of Q2 2023.
Endurance Wealth Management left its iShares US Medical Devices ETF share count unchanged in Q2 2023.
iShares US Medical Devices ETF made up ﹤0.01% of Endurance Wealth Management's portfolio in Q2 2023, its #436 holding.
Endurance Wealth Management first reported a position in iShares US Medical Devices ETF in Q3 2019 and has held it in 16 quarters since.
Endurance Wealth Management's iShares US Medical Devices ETF position peaked at $22K in Q4 2021.
585 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.