Laird Norton Wetherby Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Laird Norton Wetherby Wealth 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	-7,770	Closed	-$367K	–	929
2022 Q3	$367K	Hold	7,770	–	–	0.03%	588
2022 Q2	$392K	Hold	7,770	–	–	0.03%	579
2022 Q1	$474K	Hold	7,770	–	–	0.03%	541
2021 Q4	$512K	Hold	7,770	–	–	0.03%	516
2021 Q3	$488K	Sell	7,770 -300	-4%	-$19.1K	0.03%	522
2021 Q2	$486K	Buy	8,070 +750	+10%	+$43.4K	0.03%	523
2021 Q1	$403K	Sell	7,320 -1,470	-17%	-$81.5K	0.03%	510
2020 Q4	$479K	Buy	8,790 +1,350	+18%	+$70.6K	0.03%	474
2020 Q3	$372K	Sell	7,440 -210	-3%	-$10.2K	0.03%	454
2020 Q2	$337K	Buy	7,650 +300	+4%	+$12.8K	0.03%	470
2020 Q1	$276K	Hold	7,350	–	–	0.03%	474
2019 Q4	$324K	Hold	7,350	–	–	0.03%	513
2019 Q3	$303K	Hold	7,350	–	–	0.03%	546
2019 Q2	$295K	Hold	7,350	–	–	0.03%	541
2019 Q1	$284K	Hold	7,350	–	–	0.04%	531
2018 Q4	$245K	Hold	7,350	–	–	0.03%	525
2018 Q3	$279K	Hold	7,350	–	–	0.03%	514
2018 Q2	$246K	Hold	7,350	–	–	0.03%	527
2018 Q1	$227K	Hold	7,350	–	–	0.03%	568
2017 Q4	$213K	Hold	7,350	–	–	0.03%	582
2017 Q3	$205K	Buy	+7,350	New	+$203K	0.03%	561

Other funds holding IHI

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

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

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

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

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

MIH

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Laird Norton Wetherby Wealth Management's IHI Position: Q4 2022 in Review

Laird Norton Wetherby Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q4 2022, closing a stake of 7,770 shares — an estimated $367K sold.

Laird Norton Wetherby Wealth Management first reported a position in IHI in Q3 2017 and held it in 21 quarters. The position peaked at $512K in Q4 2021. 577 funds tracked by Wall St. Rank hold IHI as of Q4 2022.

Laird Norton Wetherby Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q4 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 7,770 iShares US Medical Devices ETF shares in Q4 2022, an estimated $367K.
Laird Norton Wetherby Wealth Management first reported a position in iShares US Medical Devices ETF in Q3 2017 and held it in 21 quarters.
Laird Norton Wetherby Wealth Management's iShares US Medical Devices ETF position peaked at $512K in Q4 2021.
577 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q4 2022, filed 14 Feb 2023.