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Kozak & Associates’s iShares US Medical Devices ETF IHI Stock Holding History

Kozak & Associates’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
-53
Closed -$2.55K – 388
2023
Q3 		$2.55K Buy
+53
New +$2.82K ﹤0.01% 322

Other funds holding IHI

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Kozak & Associates's IHI Position: Q4 2023 in Review

Kozak & Associates sold out of iShares US Medical Devices ETF (IHI) in Q4 2023, closing a stake of 53 shares — an estimated $2.55K sold.

Kozak & Associates first reported a position in IHI in Q3 2023 and held it in 1 quarter. The position peaked at $2.55K in Q3 2023. 574 funds tracked by Wall St. Rank hold IHI as of Q4 2023.

  • Kozak & Associates reported no remaining iShares US Medical Devices ETF position as of Q4 2023 after selling out during the quarter.
  • Kozak & Associates sold 53 iShares US Medical Devices ETF shares in Q4 2023, an estimated $2.55K.
  • Kozak & Associates first reported a position in iShares US Medical Devices ETF in Q3 2023 and held it in 1 quarter.
  • Kozak & Associates's iShares US Medical Devices ETF position peaked at $2.55K in Q3 2023.
  • 574 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2023.

Based on Kozak & Associates's 13F filing for Q4 2023, filed 17 Jan 2024.