Karp Capital Management’s iShares US Medical Devices ETF IHI Stock Holding History

Karp Capital Management’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 Q4	–	Sell	-121,633	Closed	-$5.74M	–	50
2022 Q3	$5.74M	Sell	121,633 -8,482	-7%	-$440K	1.17%	32
2022 Q2	$6.56M	Sell	130,115 -24,453	-16%	-$1.33M	1.16%	30
2022 Q1	$9.42M	Sell	154,568 -107,085	-41%	-$6.38M	1.37%	25
2021 Q4	$17.2M	Buy	261,653 +12,650	+5%	+$810K	2.16%	6
2021 Q3	$15.6M	Buy	249,003 +2,451	+1%	+$156K	2.2%	5
2021 Q2	$14.8M	Buy	246,552 +6,480	+3%	+$375K	2.2%	4
2021 Q1	$13.2M	Buy	240,072 +11,286	+5%	+$626K	2.39%	6
2020 Q4	$12.5M	Sell	228,786 -666	-0.3%	-$34.8K	2.57%	4
2020 Q3	$11.5M	Sell	229,452 -11,862	-5%	-$574K	2.8%	3
2020 Q2	$10.6M	Buy	241,314 +8,094	+3%	+$346K	2.95%	6
2020 Q1	$8.76M	Buy	233,220 +4,746	+2%	+$200K	2.87%	5
2019 Q4	$10.1M	Buy	228,474 +990	+0.4%	+$41.6K	2.65%	4
2019 Q3	$9.37M	Buy	227,484 +2,490	+1%	+$102K	2.73%	4
2019 Q2	$9.03M	Buy	224,994 +15,960	+8%	+$604K	2.86%	2
2019 Q1	$8.07M	Sell	209,034 -5,538	-3%	-$201K	2.87%	2
2018 Q4	$7.15M	Buy	214,572 +7,074	+3%	+$245K	3.41%	1
2018 Q3	$7.87M	Buy	207,498 +22,410	+12%	+$796K	2.71%	2
2018 Q2	$6.19M	Buy	185,088 +18,660	+11%	+$608K	2.44%	7
2018 Q1	$5.13M	Buy	166,428 +13,350	+9%	+$411K	2.07%	11
2017 Q4	$4.43M	Buy	153,078 +6,414	+4%	+$185K	1.87%	14
2017 Q3	$4.08M	Sell	146,664 -5,964	-4%	-$165K	1.9%	15
2017 Q2	$4.24M	Buy	152,628 +3,990	+3%	+$106K	2.1%	12
2017 Q1	$3.75M	Sell	148,638 -120	-0.1%	-$2.91K	2.12%	11
2016 Q4	$3.3M	Buy	148,758 +1,356	+0.9%	+$30.8K	2.18%	15
2016 Q3	$3.57M	Sell	147,402 -8,766	-6%	-$209K	2.28%	13
2016 Q2	$3.53M	Buy	156,168 +16,242	+12%	+$352K	2.35%	11
2016 Q1	$2.86M	Buy	139,926 +8,316	+6%	+$161K	1.97%	17
2015 Q4	$2.69M	Buy	+131,610	New	+$2.63M	1.56%	26

Other funds holding IHI

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

Karp Capital Management's IHI Position: Q4 2022 in Review

Karp Capital Management sold out of iShares US Medical Devices ETF (IHI) in Q4 2022, closing a stake of 121,633 shares — an estimated $5.74M sold.

Karp Capital Management first reported a position in IHI in Q4 2015 and held it in 28 quarters. The position peaked at $17.2M in Q4 2021. 577 funds tracked by Wall St. Rank hold IHI as of Q4 2022.

Karp Capital Management reported no remaining iShares US Medical Devices ETF position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 121,633 iShares US Medical Devices ETF shares in Q4 2022, an estimated $5.74M.
Karp Capital Management first reported a position in iShares US Medical Devices ETF in Q4 2015 and held it in 28 quarters.
Karp Capital Management's iShares US Medical Devices ETF position peaked at $17.2M in Q4 2021.
577 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.