Greenwood Capital Associates’s iShares US Medical Devices ETF IHI Stock Holding History

Greenwood Capital Associates’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	-6,428	Closed	-$338K	–	245
2022 Q4	$338K	Buy	+6,428	New	+$326K	0.06%	194
2021 Q4	–	Sell	-10,030	Closed	-$630K	–	221
2021 Q3	$630K	Buy	+10,030	New	+$640K	0.1%	165

Other funds holding IHI

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Greenwood Capital Associates's IHI Position: Q1 2023 in Review

Greenwood Capital Associates sold out of iShares US Medical Devices ETF (IHI) in Q1 2023, closing a stake of 6,428 shares — an estimated $338K sold.

Greenwood Capital Associates first reported a position in IHI in Q3 2021 and held it in 2 quarters. The position peaked at $630K in Q3 2021. 557 funds tracked by Wall St. Rank hold IHI as of Q1 2023.

Greenwood Capital Associates reported no remaining iShares US Medical Devices ETF position as of Q1 2023 after selling out during the quarter.
Greenwood Capital Associates sold 6,428 iShares US Medical Devices ETF shares in Q1 2023, an estimated $338K.
Greenwood Capital Associates first reported a position in iShares US Medical Devices ETF in Q3 2021 and held it in 2 quarters.
Greenwood Capital Associates's iShares US Medical Devices ETF position peaked at $630K in Q3 2021.
557 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2023.

Based on Greenwood Capital Associates's 13F filing for Q1 2023, filed 12 May 2023.