Graves Light Lenhart Wealth’s iShares US Medical Devices ETF IHI Stock Holding History

Graves Light Lenhart Wealth’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
2022 Q3	–	Sell	-516	Closed	-$26K	–	351
2022 Q2	$26K	Sell	516 -2,646	-84%	-$144K	﹤0.01%	386
2022 Q1	$193K	Hold	3,162	–	–	0.03%	179
2021 Q4	$208K	Hold	3,162	–	–	0.03%	188
2021 Q3	$199K	Hold	3,162	–	–	0.03%	177
2021 Q2	$190K	Buy	3,162 +258	+9%	+$14.9K	0.03%	182
2021 Q1	$160K	Buy	2,904 +780	+37%	+$43.3K	0.03%	199
2020 Q4	$116K	Buy	+2,124	New	+$111K	0.02%	236

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

MIH

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

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

Graves Light Lenhart Wealth's IHI Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of iShares US Medical Devices ETF (IHI) in Q3 2022, closing a stake of 516 shares — an estimated $26K sold.

Graves Light Lenhart Wealth first reported a position in IHI in Q4 2020 and held it in 7 quarters. The position peaked at $208K in Q4 2021. 556 funds tracked by Wall St. Rank hold IHI as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining iShares US Medical Devices ETF position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 516 iShares US Medical Devices ETF shares in Q3 2022, an estimated $26K.
Graves Light Lenhart Wealth first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's iShares US Medical Devices ETF position peaked at $208K in Q4 2021.
556 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.