J. Arnold Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

J. Arnold Wealth Management’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	$29.4M	Buy	544,644 +34,560	+7%	+$1.69M	10.01%	4
2023 Q3	$24.7M	Buy	+510,084	New	+$27.1M	10.01%	4
2023 Q1	–	Sell	-240,573	Closed	-$12.6M	–	71
2022 Q4	$12.6M	Buy	+240,573	New	+$12.2M	6.24%	9
2021 Q3	–	Sell	-17,106	Closed	-$1.03M	–	80
2021 Q2	$1.03M	Buy	17,106 +900	+6%	+$52K	0.5%	18
2021 Q1	$891K	Sell	16,206 -12,204	-43%	-$677K	0.49%	21
2020 Q4	$1.55M	Sell	28,410 -618	-2%	-$32.3K	0.92%	14
2020 Q3	$1.45M	Sell	29,028 -88,344	-75%	-$4.28M	1.08%	12
2020 Q2	$5.18M	Buy	+117,372	New	+$5.02M	4.34%	4
2020 Q1	–	Sell	-104,250	Closed	-$4.59M	–	57
2019 Q4	$4.59M	Buy	+104,250	New	+$4.38M	5.9%	5

Other funds holding IHI

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

J. Arnold Wealth Management's IHI Position: Q4 2023 in Review

J. Arnold Wealth Management increased its iShares US Medical Devices ETF (IHI) stake by 6.8% in Q4 2023, buying an estimated $1.69M and bringing the position to 544,644 shares worth $29.4M. The position accounts for 10.01% of the portfolio, ranked #4.

J. Arnold Wealth Management first reported a position in IHI in Q4 2019 and has held it in 9 quarters since. 574 funds tracked by Wall St. Rank hold IHI as of Q4 2023.

J. Arnold Wealth Management held 544,644 shares of iShares US Medical Devices ETF worth $29.4M as of Q4 2023.
J. Arnold Wealth Management bought 34,560 iShares US Medical Devices ETF shares in Q4 2023, an estimated $1.69M.
iShares US Medical Devices ETF made up 10.01% of J. Arnold Wealth Management's portfolio in Q4 2023, its #4 holding.
J. Arnold Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2019 and has held it in 9 quarters since.
574 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2023.

Based on J. Arnold Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.