Greenup Street Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Greenup Street Wealth Management’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 Q1	–	Sell	-54,981	Closed	-$2.89M	–	80
2022 Q4	$2.89M	Sell	54,981 -388	-0.7%	-$19.7K	1.21%	23
2022 Q3	$2.61M	Sell	55,369 -36,103	-39%	-$1.87M	1.18%	21
2022 Q2	$4.61M	Sell	91,472 -12,954	-12%	-$706K	2.17%	13
2022 Q1	$6.37M	Buy	104,426 +12,535	+14%	+$747K	3.51%	4
2021 Q4	$6.05M	Buy	+91,891	New	+$5.88M	3.56%	6

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 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 $1.37T AUM 24.88% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Greenup Street Wealth Management's IHI Position: Q1 2023 in Review

Greenup Street Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q1 2023, closing a stake of 54,981 shares — an estimated $2.89M sold.

Greenup Street Wealth Management first reported a position in IHI in Q4 2021 and held it in 5 quarters. The position peaked at $6.37M in Q1 2022. 557 funds tracked by Wall St. Rank hold IHI as of Q1 2023.

Greenup Street Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q1 2023 after selling out during the quarter.
Greenup Street Wealth Management sold 54,981 iShares US Medical Devices ETF shares in Q1 2023, an estimated $2.89M.
Greenup Street Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 5 quarters.
Greenup Street Wealth Management's iShares US Medical Devices ETF position peaked at $6.37M in Q1 2022.
557 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2023.

Based on Greenup Street Wealth Management's 13F filing for Q1 2023, filed 8 May 2023.