Hall Private Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Hall Private Wealth Advisors’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 Q3	$5.41M	Sell	111,453 -80,943	-42%	-$4.3M	3.63%	11
2023 Q2	$10.9M	Sell	192,396 -14,172	-7%	-$781K	5.87%	5
2023 Q1	$11.2M	Sell	206,568 -1,308	-0.6%	-$69.6K	5.81%	3
2022 Q4	$10.9M	Sell	207,876 -8,232	-4%	-$418K	6.21%	4
2022 Q3	$10.2M	Buy	216,108 +9,760	+5%	+$506K	5.87%	4
2022 Q2	$10.4M	Sell	206,348 -25,421	-11%	-$1.39M	5.84%	3
2022 Q1	$14.1M	Buy	231,769 +19,761	+9%	+$1.18M	7.54%	3
2021 Q4	$14M	Sell	212,008 -980	-0.5%	-$62.7K	8.67%	1
2021 Q3	$13.4M	Buy	212,988 +8,394	+4%	+$536K	8.53%	1
2021 Q2	$12.3M	Buy	+204,594	New	+$11.8M	8.02%	3
2020 Q4	$9.99M	Buy	+183,228	New	+$9.58M	8.24%	2

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

MIH

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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 $374B AUM 17.66% 1-Year Est. Return

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

HIIFS

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

Hall Private Wealth Advisors's IHI Position: Q3 2023 in Review

Hall Private Wealth Advisors reduced its iShares US Medical Devices ETF (IHI) stake by 42% in Q3 2023, selling an estimated $4.3M and leaving 111,453 shares worth $5.41M. The position accounts for 3.63% of the portfolio, ranked #11.

Hall Private Wealth Advisors first reported a position in IHI in Q4 2020 and has held it in 11 quarters since. The position peaked at $14.1M in Q1 2022. 544 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

Hall Private Wealth Advisors held 111,453 shares of iShares US Medical Devices ETF worth $5.41M as of Q3 2023.
Hall Private Wealth Advisors sold 80,943 iShares US Medical Devices ETF shares in Q3 2023, an estimated $4.3M.
iShares US Medical Devices ETF made up 3.63% of Hall Private Wealth Advisors's portfolio in Q3 2023, its #11 holding.
Hall Private Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q4 2020 and has held it in 11 quarters since.
Hall Private Wealth Advisors's iShares US Medical Devices ETF position peaked at $14.1M in Q1 2022.
544 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

Based on Hall Private Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.