HBW Advisory Services’s iShares US Medical Devices ETF IHI Stock Holding History

HBW Advisory Services’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	–	Sell	-22,174	Closed	-$1.25M	–	324
2023 Q2	$1.25M	Buy	22,174 +1,054	+5%	+$58.1K	0.27%	87
2023 Q1	$1.14M	Sell	21,120 -4	-0%	-$213	0.28%	91
2022 Q4	$1.11M	Buy	21,124 +694	+3%	+$35.2K	0.29%	94
2022 Q3	$964K	Buy	20,430 +737	+4%	+$38.2K	0.27%	104
2022 Q2	$993K	Sell	19,693 -812	-4%	-$44.3K	0.26%	104
2022 Q1	$1.25M	Buy	20,505 +13,116	+178%	+$782K	0.44%	71
2021 Q4	$487K	Buy	7,389 +2,071	+39%	+$133K	0.11%	169
2021 Q3	$334K	Buy	5,318 +488	+10%	+$31.1K	0.09%	194
2021 Q2	$291K	Sell	4,830 -456	-9%	-$26.4K	0.08%	195
2021 Q1	$291K	Hold	5,286	–	–	0.08%	187
2020 Q4	$288K	Buy	5,286 +96	+2%	+$5.02K	0.09%	172
2020 Q3	$259K	Sell	5,190 -150	-3%	-$7.26K	0.11%	157
2020 Q2	$236K	Buy	+5,340	New	+$228K	0.11%	155

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

HBW Advisory Services's IHI Position: Q3 2023 in Review

HBW Advisory Services sold out of iShares US Medical Devices ETF (IHI) in Q3 2023, closing a stake of 22,174 shares — an estimated $1.25M sold.

HBW Advisory Services first reported a position in IHI in Q2 2020 and held it in 13 quarters. The position peaked at $1.25M in Q2 2023. 544 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

HBW Advisory Services reported no remaining iShares US Medical Devices ETF position as of Q3 2023 after selling out during the quarter.
HBW Advisory Services sold 22,174 iShares US Medical Devices ETF shares in Q3 2023, an estimated $1.25M.
HBW Advisory Services first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 13 quarters.
HBW Advisory Services's iShares US Medical Devices ETF position peaked at $1.25M in Q2 2023.
544 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

Based on HBW Advisory Services's 13F filing for Q3 2023, filed 12 Oct 2023.