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

Intrua 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
2022 Q2	–	Sell	-3,284	Closed	-$200K	–	372
2022 Q1	$200K	Sell	3,284 -3,436	-51%	-$205K	0.04%	369
2021 Q4	$443K	Sell	6,720 -267	-4%	-$17.1K	0.08%	239
2021 Q3	$451K	Sell	6,987 -49,155	-88%	-$3.14M	0.08%	227
2021 Q2	$585K	Buy	56,142 +40,740	+265%	+$2.36M	0.14%	147
2021 Q1	$925K	Buy	15,402 +5,898	+62%	+$327K	0.23%	94
2020 Q4	$519K	Buy	9,504 +900	+10%	+$47K	0.23%	89
2020 Q3	$461K	Buy	8,604 +222	+3%	+$10.8K	0.23%	97
2020 Q2	$413K	Buy	+8,382	New	+$358K	0.16%	135

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Intrua Financial's IHI Position: Q2 2022 in Review

Intrua Financial sold out of iShares US Medical Devices ETF (IHI) in Q2 2022, closing a stake of 3,284 shares — an estimated $200K sold.

Intrua Financial first reported a position in IHI in Q2 2020 and held it in 8 quarters. The position peaked at $925K in Q1 2021. 593 funds tracked by Wall St. Rank hold IHI as of Q2 2022.

Intrua Financial reported no remaining iShares US Medical Devices ETF position as of Q2 2022 after selling out during the quarter.
Intrua Financial sold 3,284 iShares US Medical Devices ETF shares in Q2 2022, an estimated $200K.
Intrua Financial first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 8 quarters.
Intrua Financial's iShares US Medical Devices ETF position peaked at $925K in Q1 2021.
593 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2022.

Based on Intrua Financial's 13F filing for Q2 2022, filed 12 Aug 2022.