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	–	395
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	–	740
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 $1.89T AUM 35.08% 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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

James Investment Research's IHI Position: Q2 2023 in Review

James Investment Research sold out of iShares US Medical Devices ETF (IHI) in Q2 2023, closing a stake of 950 shares — an estimated $51K sold.

James Investment Research first reported a position in IHI in Q3 2016 and held it in 5 quarters. The position peaked at $82K in Q4 2022. 585 funds tracked by Wall St. Rank hold IHI as of Q2 2023.

James Investment Research reported no remaining iShares US Medical Devices ETF position as of Q2 2023 after selling out during the quarter.
James Investment Research sold 950 iShares US Medical Devices ETF shares in Q2 2023, an estimated $51K.
James Investment Research first reported a position in iShares US Medical Devices ETF in Q3 2016 and held it in 5 quarters.
James Investment Research's iShares US Medical Devices ETF position peaked at $82K in Q4 2022.
585 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2023.

Based on James Investment Research's 13F filing for Q2 2023, filed 7 Aug 2023.