Global Financial Private Client’s iShares US Medical Devices ETF IHI Stock Holding History

Global Financial Private Client’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 Q4	–	Sell	-50	Closed	-$2.41K	–	696
2023 Q3	$2.41K	Hold	50	–	–	﹤0.01%	557
2023 Q2	$2.78K	Buy	+50	New	+$2.75K	﹤0.01%	548
2022 Q2	–	Sell	-180	Closed	-$11.1K	–	665
2022 Q1	$11.1K	Hold	180	–	–	0.01%	392
2021 Q4	$11.9K	Hold	180	–	–	0.01%	379
2021 Q3	$11.3K	Hold	180	–	–	0.01%	341
2021 Q2	$10.9K	Sell	180 -702	-80%	-$40.6K	0.01%	348
2021 Q1	$48.6K	Buy	882 +276	+46%	+$15.3K	0.03%	207
2020 Q4	$33.1K	Buy	606 +426	+237%	+$22.3K	0.03%	229
2020 Q3	$8.97K	Hold	180	–	–	0.01%	312
2020 Q2	$7.97K	Hold	180	–	–	0.01%	356
2020 Q1	$6.39K	Hold	180	–	–	0.01%	384
2019 Q4	$7.93K	Buy	+180	New	+$7.57K	0.01%	394

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Global Financial Private Client's IHI Position: Q4 2023 in Review

Global Financial Private Client sold out of iShares US Medical Devices ETF (IHI) in Q4 2023, closing a stake of 50 shares — an estimated $2.41K sold.

Global Financial Private Client first reported a position in IHI in Q4 2019 and held it in 12 quarters. The position peaked at $48.6K in Q1 2021. 576 funds tracked by Wall St. Rank hold IHI as of Q4 2023.

Global Financial Private Client reported no remaining iShares US Medical Devices ETF position as of Q4 2023 after selling out during the quarter.
Global Financial Private Client sold 50 iShares US Medical Devices ETF shares in Q4 2023, an estimated $2.41K.
Global Financial Private Client first reported a position in iShares US Medical Devices ETF in Q4 2019 and held it in 12 quarters.
Global Financial Private Client's iShares US Medical Devices ETF position peaked at $48.6K in Q1 2021.
576 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2023.

Based on Global Financial Private Client's 13F filing for Q4 2023, filed 16 May 2024.