Financial Architects (New Jersey)’s iShares US Medical Devices ETF IHI Stock Holding History

Financial Architects (New Jersey)’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	$530K	Buy	9,383 +279	+3%	+$15.4K	0.08%	202
2023 Q1	$491K	Sell	9,104 -1,058	-10%	-$56.3K	0.08%	206
2022 Q4	$534K	Sell	10,162 -4,619	-31%	-$234K	0.09%	204
2022 Q3	$697K	Buy	+14,781	New	+$767K	0.12%	163
2022 Q2	–	Sell	-23,802	Closed	-$1.45M	–	127
2022 Q1	$1.45M	Sell	23,802 -1,449	-6%	-$86.4K	0.21%	110
2021 Q4	$1.66M	Sell	25,251 -1,315	-5%	-$84.2K	0.22%	103
2021 Q3	$1.67M	Buy	26,566 +5,800	+28%	+$370K	0.24%	100
2021 Q2	$1.25M	Buy	20,766 +1,446	+7%	+$83.6K	0.18%	118
2021 Q1	$1.06M	Sell	19,320 -456	-2%	-$25.3K	0.17%	124
2020 Q4	$1.08M	Buy	19,776 +2,580	+15%	+$135K	0.2%	112
2020 Q3	$859K	Buy	17,196 +252	+1%	+$12.2K	0.19%	110
2020 Q2	$748K	Buy	16,944 +8,400	+98%	+$359K	0.17%	114
2020 Q1	$321K	Buy	8,544 +3,456	+68%	+$146K	0.09%	164
2019 Q4	$224K	Buy	5,088 +4,038	+385%	+$170K	0.05%	229
2019 Q3	$43K	Buy	1,050 +738	+237%	+$30.2K	0.01%	466
2019 Q2	$13K	Sell	312 -3,408	-92%	-$129K	﹤0.01%	824
2019 Q1	$144K	Sell	3,720 -474	-11%	-$17.2K	0.02%	375
2018 Q4	$139K	Buy	4,194 +600	+17%	+$20.8K	0.03%	332
2018 Q3	$137K	Sell	3,594 -600	-14%	-$21.3K	0.02%	385
2018 Q2	$140K	Hold	4,194	–	–	0.03%	338
2018 Q1	$130K	Buy	4,194 +600	+17%	+$18.5K	0.03%	395
2017 Q4	$104K	Buy	+3,594	New	+$104K	0.02%	478

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 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

MIH

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Architects (New Jersey)'s IHI Position: Q2 2023 in Review

Financial Architects (New Jersey) increased its iShares US Medical Devices ETF (IHI) stake by 3.1% in Q2 2023, buying an estimated $15.4K and bringing the position to 9,383 shares worth $530K. The position accounts for 0.08% of the portfolio, ranked #202.

Financial Architects (New Jersey) first reported a position in IHI in Q4 2017 and has held it in 22 quarters since. The position peaked at $1.67M in Q3 2021. 585 funds tracked by Wall St. Rank hold IHI as of Q2 2023.

Financial Architects (New Jersey) held 9,383 shares of iShares US Medical Devices ETF worth $530K as of Q2 2023.
Financial Architects (New Jersey) bought 279 iShares US Medical Devices ETF shares in Q2 2023, an estimated $15.4K.
iShares US Medical Devices ETF made up 0.08% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #202 holding.
Financial Architects (New Jersey) first reported a position in iShares US Medical Devices ETF in Q4 2017 and has held it in 22 quarters since.
Financial Architects (New Jersey)'s iShares US Medical Devices ETF position peaked at $1.67M in Q3 2021.
585 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.