James Investment Research’s iShares US Medical Devices ETF IHI Stock Holding History

James Investment Research’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 Q2	–	Sell	-950	Closed	-$51K	–	396
2023 Q1	$51K	Sell	950 -604	-39%	-$32.2K	0.01%	361
2022 Q4	$82K	Buy	+1,554	New	+$78.9K	0.01%	318
2017 Q2	–	Sell	-2,550	Closed	-$64K	–	741
2017 Q1	$64K	Hold	2,550	–	–	﹤0.01%	516
2016 Q4	$57K	Hold	2,550	–	–	﹤0.01%	405
2016 Q3	$62K	Buy	+2,550	New	+$60.7K	﹤0.01%	389

Other funds holding IHI

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Fisher Asset Management

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

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

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return