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Heritage Wealth Management (Arizona)’s iShares US Medical Devices ETF IHI Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$168K Buy
3,192
+1,560
+96% +$79.2K 0.02% 351
2022
Q3 		$77K Sell
1,632
-168
-9% -$8.72K 0.02% 355
2022
Q2 		$90.8K Sell
1,800
-24
-1% -$1.31K 0.03% 347
2022
Q1 		$111K Buy
+1,824
New +$109K 0.03% 356
2021
Q3 		$252K Sell
4,022
-2,650
-40% -$169K 0.09% 176
2021
Q2 		$401K Sell
6,672
-5,106
-43% -$295K 0.15% 114
2021
Q1 		$648K Buy
+11,778
New +$653K 0.37% 63

Other funds holding IHI

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s IHI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its iShares US Medical Devices ETF (IHI) stake by 96% in Q4 2022, buying an estimated $79.2K and bringing the position to 3,192 shares worth $168K. The position accounts for 0.02% of the portfolio, ranked #351.

Heritage Wealth Management (Arizona) first reported a position in IHI in Q1 2021 and has held it in 7 quarters since. The position peaked at $648K in Q1 2021. 577 funds tracked by Wall St. Rank hold IHI as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 3,192 shares of iShares US Medical Devices ETF worth $168K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 1,560 iShares US Medical Devices ETF shares in Q4 2022, an estimated $79.2K.
  • iShares US Medical Devices ETF made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #351 holding.
  • Heritage Wealth Management (Arizona) first reported a position in iShares US Medical Devices ETF in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s iShares US Medical Devices ETF position peaked at $648K in Q1 2021.
  • 577 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.