Fortis Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Fortis Advisors’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	-36	Closed	-$1.96K	–	165
2023 Q1	$1.96K	Hold	36	–	–	﹤0.01%	245
2022 Q4	$1.91K	Hold	36	–	–	﹤0.01%	236
2022 Q3	$2K	Hold	36	–	–	﹤0.01%	229
2022 Q2	$2K	Hold	36	–	–	﹤0.01%	263
2022 Q1	$2K	Hold	36	–	–	﹤0.01%	273
2021 Q4	$2K	Sell	36 -156	-81%	-$9.99K	﹤0.01%	249
2021 Q3	$12K	Hold	192	–	–	0.01%	216
2021 Q2	$12K	Sell	192 -84	-30%	-$4.86K	0.01%	220
2021 Q1	$15K	Buy	+276	New	+$15.3K	0.01%	185

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 22.9% 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

Fortis Advisors's IHI Position: Q2 2023 in Review

Fortis Advisors sold out of iShares US Medical Devices ETF (IHI) in Q2 2023, closing a stake of 36 shares — an estimated $1.96K sold.

Fortis Advisors first reported a position in IHI in Q1 2021 and held it in 9 quarters. The position peaked at $15K in Q1 2021. 585 funds tracked by Wall St. Rank hold IHI as of Q2 2023.

Fortis Advisors reported no remaining iShares US Medical Devices ETF position as of Q2 2023 after selling out during the quarter.
Fortis Advisors sold 36 iShares US Medical Devices ETF shares in Q2 2023, an estimated $1.96K.
Fortis Advisors first reported a position in iShares US Medical Devices ETF in Q1 2021 and held it in 9 quarters.
Fortis Advisors's iShares US Medical Devices ETF position peaked at $15K in Q1 2021.
585 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2023.

Based on Fortis Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.