Kaizen Financial Strategies’s iShares US Medical Devices ETF IHI Stock Holding History

Kaizen Financial Strategies’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
2022 Q3	–	Sell	-9,040	Closed	-$456K	–	124
2022 Q2	$456K	Hold	9,040	–	–	0.45%	57
2022 Q1	$551K	Buy	9,040 +100	+1%	+$5.96K	0.43%	60
2021 Q4	$589K	Hold	8,940	–	–	0.44%	56
2021 Q3	$561K	Buy	+8,940	New	+$570K	0.45%	61
2021 Q1	$492K	Sell	8,940 -120	-1%	-$6.66K	0.47%	64
2020 Q4	$494K	Buy	+9,060	New	+$474K	0.55%	55

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

MIH

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kaizen Financial Strategies's IHI Position: Q3 2022 in Review

Kaizen Financial Strategies sold out of iShares US Medical Devices ETF (IHI) in Q3 2022, closing a stake of 9,040 shares — an estimated $456K sold.

Kaizen Financial Strategies first reported a position in IHI in Q4 2020 and held it in 6 quarters. The position peaked at $589K in Q4 2021. 556 funds tracked by Wall St. Rank hold IHI as of Q3 2022.

Kaizen Financial Strategies reported no remaining iShares US Medical Devices ETF position as of Q3 2022 after selling out during the quarter.
Kaizen Financial Strategies sold 9,040 iShares US Medical Devices ETF shares in Q3 2022, an estimated $456K.
Kaizen Financial Strategies first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 6 quarters.
Kaizen Financial Strategies's iShares US Medical Devices ETF position peaked at $589K in Q4 2021.
556 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2022.

Based on Kaizen Financial Strategies's 13F filing for Q3 2022, filed 19 Oct 2022.