JP Morgan Private Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$7.25M	Sell	149,476 -13,452	-8%	-$715K	0.02%	427
2023 Q2	$9.2M	Sell	162,928 -89,325	-35%	-$4.92M	0.05%	243
2023 Q1	$13.6M	Buy	252,253 +10,535	+4%	+$561K	0.03%	374
2022 Q4	$12.7M	Buy	241,718 +137,590	+132%	+$6.98M	0.03%	382
2022 Q3	$4.91M	Buy	104,128 +1,263	+1%	+$65.5K	0.01%	563
2022 Q2	$5.19M	Buy	102,865 +14,643	+17%	+$798K	0.01%	557
2022 Q1	$5.38M	Sell	88,222 -6,474	-7%	-$386K	0.01%	594
2021 Q4	$6.24M	Buy	94,696 +14,362	+18%	+$919K	0.01%	560
2021 Q3	$5.04M	Buy	80,334 +10,578	+15%	+$675K	0.01%	593
2021 Q2	$4.2M	Buy	69,756 +21,102	+43%	+$1.22M	0.01%	637
2021 Q1	$2.68M	Sell	48,654 -2,058	-4%	-$114K	0.01%	667
2020 Q4	$2.77M	Buy	50,712 +7,836	+18%	+$410K	0.01%	629
2020 Q3	$2.14M	Buy	42,876 +4,428	+12%	+$214K	0.01%	633
2020 Q2	$1.7M	Buy	38,448 +26,376	+218%	+$1.13M	0.01%	631
2020 Q1	$453K	Sell	12,072 -48	-0.4%	-$2.02K	﹤0.01%	972
2019 Q4	$534K	Buy	12,120 +54	+0.4%	+$2.27K	﹤0.01%	1027
2019 Q3	$497K	Sell	12,066 -300	-2%	-$12.3K	﹤0.01%	1007
2019 Q2	$496K	Buy	12,366 +1,584	+15%	+$60K	﹤0.01%	989
2019 Q1	$416K	Sell	10,782 -708	-6%	-$25.7K	﹤0.01%	1092
2018 Q4	$383K	Sell	11,490 -25,164	-69%	-$871K	﹤0.01%	1060
2018 Q3	$1.39M	Buy	36,654 +8,358	+30%	+$297K	0.01%	720
2018 Q2	$946K	Buy	28,296 +20,676	+271%	+$674K	0.01%	799
2018 Q1	$235K	Sell	7,620 -570	-7%	-$17.6K	﹤0.01%	1138
2017 Q4	$237K	Sell	8,190 -900	-10%	-$25.9K	﹤0.01%	1132
2017 Q3	$253K	Buy	+9,090	New	+$251K	﹤0.01%	1081
2016 Q1	–	Sell	-10,182	Closed	-$207K	–	1267
2015 Q4	$207K	Sell	10,182 -1,128	-10%	-$22.6K	﹤0.01%	1009
2015 Q3	$210K	Buy	+11,310	New	+$227K	﹤0.01%	919

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

JP Morgan Private Wealth Advisors's IHI Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its iShares US Medical Devices ETF (IHI) stake by 8.3% in Q3 2023, selling an estimated $715K and leaving 149,476 shares worth $7.25M. The position accounts for 0.02% of the portfolio, ranked #427.

JP Morgan Private Wealth Advisors first reported a position in IHI in Q3 2015 and has held it in 27 quarters since. The position peaked at $13.6M in Q1 2023. 544 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

JP Morgan Private Wealth Advisors held 149,476 shares of iShares US Medical Devices ETF worth $7.25M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 13,452 iShares US Medical Devices ETF shares in Q3 2023, an estimated $715K.
iShares US Medical Devices ETF made up 0.02% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #427 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q3 2015 and has held it in 27 quarters since.
JP Morgan Private Wealth Advisors's iShares US Medical Devices ETF position peaked at $13.6M in Q1 2023.
544 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.