Insight Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Insight Advisors’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 Q3	–	Sell	-4,045	Closed	-$219K	–	298
2022 Q2	$219K	Sell	4,045 -620	-13%	-$33.8K	0.07%	273
2022 Q1	$284K	Sell	4,665 -7,776	-63%	-$464K	0.09%	254
2021 Q4	$819K	Sell	12,441 -10,696	-46%	-$685K	0.24%	104
2021 Q3	$1.52M	Sell	23,137 -164,663	-88%	-$10.5M	0.45%	51
2021 Q2	$1.99M	Buy	187,800 +153,162	+442%	+$8.86M	0.62%	40
2021 Q1	$2.05M	Sell	34,638 -1,410	-4%	-$78.2K	0.65%	36
2020 Q4	$1.97M	Buy	+36,048	New	+$1.88M	0.74%	32

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

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

MIH

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

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

Insight Advisors's IHI Position: Q3 2022 in Review

Insight Advisors sold out of iShares US Medical Devices ETF (IHI) in Q3 2022, closing a stake of 4,045 shares — an estimated $219K sold.

Insight Advisors first reported a position in IHI in Q4 2020 and held it in 7 quarters. The position peaked at $2.05M in Q1 2021. 556 funds tracked by Wall St. Rank hold IHI as of Q3 2022.

Insight Advisors reported no remaining iShares US Medical Devices ETF position as of Q3 2022 after selling out during the quarter.
Insight Advisors sold 4,045 iShares US Medical Devices ETF shares in Q3 2022, an estimated $219K.
Insight Advisors first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 7 quarters.
Insight Advisors's iShares US Medical Devices ETF position peaked at $2.05M in Q1 2021.
556 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2022.

Based on Insight Advisors's 13F filing for Q3 2022, filed 12 Dec 2022.