Integrity Financial’s iShares US Medical Devices ETF IHI Stock Holding History

Integrity Financial’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 Q4	–	Sell	-35	Closed	-$1.7K	–	212
2023 Q3	$1.7K	Hold	35	–	–	﹤0.01%	217
2023 Q2	$1.98K	Hold	35	–	–	﹤0.01%	197
2023 Q1	$1.89K	Hold	35	–	–	﹤0.01%	200
2022 Q4	$1.84K	Sell	35 -12	-26%	-$609	﹤0.01%	198
2022 Q3	$2K	Hold	47	–	–	﹤0.01%	188
2022 Q2	$2K	Hold	47	–	–	﹤0.01%	197
2022 Q1	$3K	Buy	47 +35	+292%	+$2.09K	﹤0.01%	195
2021 Q4	$1K	Buy	+12	New	+$768	﹤0.01%	210

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Integrity Financial's IHI Position: Q4 2023 in Review

Integrity Financial sold out of iShares US Medical Devices ETF (IHI) in Q4 2023, closing a stake of 35 shares — an estimated $1.7K sold.

Integrity Financial first reported a position in IHI in Q4 2021 and held it in 8 quarters. The position peaked at $3K in Q1 2022. 576 funds tracked by Wall St. Rank hold IHI as of Q4 2023.

Integrity Financial reported no remaining iShares US Medical Devices ETF position as of Q4 2023 after selling out during the quarter.
Integrity Financial sold 35 iShares US Medical Devices ETF shares in Q4 2023, an estimated $1.7K.
Integrity Financial first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 8 quarters.
Integrity Financial's iShares US Medical Devices ETF position peaked at $3K in Q1 2022.
576 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2023.

Based on Integrity Financial's 13F filing for Q4 2023, filed 7 Feb 2024.