Hobart Private Capital’s iShares US Medical Devices ETF IHI Stock Holding History

Hobart Private Capital’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	-181,847	Closed	-$9.56M	–	46
2022 Q4	$9.56M	Buy	181,847 +1,518	+0.8%	+$77K	6.47%	3
2022 Q3	$8.51M	Buy	180,329 +195	+0.1%	+$10.1K	6.11%	5
2022 Q2	$9.09M	Buy	180,134 +17,027	+10%	+$928K	4.25%	7
2022 Q1	$9.94M	Buy	163,107 +38,063	+30%	+$2.27M	3.83%	8
2021 Q4	$8.23M	Buy	+125,044	New	+$8M	3.09%	11
2021 Q3	–	Sell	-44,358	Closed	-$2.67M	–	111
2021 Q2	$2.67M	Sell	44,358 -3,762	-8%	-$218K	1.1%	16
2021 Q1	$2.65M	Sell	48,120 -25,224	-34%	-$1.4M	1.08%	18
2020 Q4	$4M	Buy	73,344 +4,002	+6%	+$209K	1.75%	12
2020 Q3	$3.46M	Buy	69,342 +11,838	+21%	+$573K	1.79%	14
2020 Q2	$2.54M	Buy	+57,504	New	+$2.46M	1.43%	17

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 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 $1.55T AUM 33.47% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 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

Hobart Private Capital's IHI Position: Q1 2023 in Review

Hobart Private Capital sold out of iShares US Medical Devices ETF (IHI) in Q1 2023, closing a stake of 181,847 shares — an estimated $9.56M sold.

Hobart Private Capital first reported a position in IHI in Q2 2020 and held it in 10 quarters. The position peaked at $9.94M in Q1 2022. 557 funds tracked by Wall St. Rank hold IHI as of Q1 2023.

Hobart Private Capital reported no remaining iShares US Medical Devices ETF position as of Q1 2023 after selling out during the quarter.
Hobart Private Capital sold 181,847 iShares US Medical Devices ETF shares in Q1 2023, an estimated $9.56M.
Hobart Private Capital first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 10 quarters.
Hobart Private Capital's iShares US Medical Devices ETF position peaked at $9.94M in Q1 2022.
557 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2023.

Based on Hobart Private Capital's 13F filing for Q1 2023, filed 27 Apr 2023.