IWP
IHI icon

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

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Bank of America
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Envestnet Asset Management
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UBS Group
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return