Icon Wealth Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Icon Wealth Partners’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 Q2	$1.72M	Sell	34,186 -591	-2%	-$32.2K	0.21%	106
2022 Q1	$2.12M	Buy	34,777 +6,343	+22%	+$378K	0.21%	97
2021 Q4	$1.87M	Buy	28,434 +997	+4%	+$63.8K	0.19%	112
2021 Q3	$1.72M	Buy	27,437 +6,521	+31%	+$416K	0.18%	125
2021 Q2	$1.26M	Sell	20,916 -51,024	-71%	-$2.95M	0.14%	139
2021 Q1	$3.96M	Sell	71,940 -36,876	-34%	-$2.04M	0.5%	55
2020 Q4	$5.94M	Buy	108,816 +1,506	+1%	+$78.7K	0.94%	21
2020 Q3	$5.36M	Buy	107,310 +4,608	+4%	+$223K	1.04%	16
2020 Q2	$4.53M	Buy	+102,702	New	+$4.39M	1.1%	18

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Icon Wealth Partners's IHI Position: Q2 2022 in Review

Icon Wealth Partners reduced its iShares US Medical Devices ETF (IHI) stake by 1.7% in Q2 2022, selling an estimated $32.2K and leaving 34,186 shares worth $1.72M. The position accounts for 0.21% of the portfolio, ranked #106.

Icon Wealth Partners first reported a position in IHI in Q2 2020 and has held it in 9 quarters since. The position peaked at $5.94M in Q4 2020. 592 funds tracked by Wall St. Rank hold IHI as of Q2 2022.

Icon Wealth Partners held 34,186 shares of iShares US Medical Devices ETF worth $1.72M as of Q2 2022.
Icon Wealth Partners sold 591 iShares US Medical Devices ETF shares in Q2 2022, an estimated $32.2K.
iShares US Medical Devices ETF made up 0.21% of Icon Wealth Partners's portfolio in Q2 2022, its #106 holding.
Icon Wealth Partners first reported a position in iShares US Medical Devices ETF in Q2 2020 and has held it in 9 quarters since.
Icon Wealth Partners's iShares US Medical Devices ETF position peaked at $5.94M in Q4 2020.
592 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2022.

Based on Icon Wealth Partners's 13F filing for Q2 2022, filed 19 Jul 2022.