Johnson Investment Counsel’s iShares US Medical Devices ETF IHI Stock Holding History

Johnson Investment Counsel’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	-4,618	Closed	-$249K	–	678
2023 Q1	$249K	Hold	4,618	–	–	﹤0.01%	586
2022 Q4	$243K	Sell	4,618 -250	-5%	-$12.7K	﹤0.01%	593
2022 Q3	$230K	Buy	+4,868	New	+$253K	﹤0.01%	578

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Johnson Investment Counsel's IHI Position: Q2 2023 in Review

Johnson Investment Counsel sold out of iShares US Medical Devices ETF (IHI) in Q2 2023, closing a stake of 4,618 shares — an estimated $249K sold.

Johnson Investment Counsel first reported a position in IHI in Q3 2022 and held it in 3 quarters. The position peaked at $249K in Q1 2023. 585 funds tracked by Wall St. Rank hold IHI as of Q2 2023.

Johnson Investment Counsel reported no remaining iShares US Medical Devices ETF position as of Q2 2023 after selling out during the quarter.
Johnson Investment Counsel sold 4,618 iShares US Medical Devices ETF shares in Q2 2023, an estimated $249K.
Johnson Investment Counsel first reported a position in iShares US Medical Devices ETF in Q3 2022 and held it in 3 quarters.
Johnson Investment Counsel's iShares US Medical Devices ETF position peaked at $249K in Q1 2023.
585 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2023.

Based on Johnson Investment Counsel's 13F filing for Q2 2023, filed 10 Aug 2023.