Journey Strategic Wealth’s iShares US Medical Devices ETF IHI Stock Holding History

Journey Strategic Wealth’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	–	Sell	-6,025	Closed	-$292K	–	250
2023 Q3	$292K	Sell	6,025 -1,520	-20%	-$80.8K	0.01%	118
2023 Q2	$426K	Sell	7,545 -543	-7%	-$29.9K	0.02%	97
2023 Q1	$437K	Sell	8,088 -1,037	-11%	-$55.2K	0.05%	115
2022 Q4	$480K	Sell	9,125 -8,512	-48%	-$432K	0.06%	100
2022 Q3	$833K	Sell	17,637 -2,297	-12%	-$119K	0.11%	49
2022 Q2	$1M	Buy	+19,934	New	+$1.09M	0.13%	40
2022 Q1	–	Sell	-4,092	Closed	-$269K	–	204
2021 Q4	$269K	Buy	+4,092	New	+$262K	0.03%	137

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 $20.6B AUM 59.59% 1-Year Est. Return

Journey Strategic Wealth's IHI Position: Q4 2023 in Review

Journey Strategic Wealth sold out of iShares US Medical Devices ETF (IHI) in Q4 2023, closing a stake of 6,025 shares — an estimated $292K sold.

Journey Strategic Wealth first reported a position in IHI in Q4 2021 and held it in 7 quarters. The position peaked at $1M in Q2 2022. 574 funds tracked by Wall St. Rank hold IHI as of Q4 2023.

Journey Strategic Wealth reported no remaining iShares US Medical Devices ETF position as of Q4 2023 after selling out during the quarter.
Journey Strategic Wealth sold 6,025 iShares US Medical Devices ETF shares in Q4 2023, an estimated $292K.
Journey Strategic Wealth first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 7 quarters.
Journey Strategic Wealth's iShares US Medical Devices ETF position peaked at $1M in Q2 2022.
574 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2023.

Based on Journey Strategic Wealth's 13F filing for Q4 2023, filed 9 Feb 2024.