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 $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return