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LNWWM
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
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$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
$376B 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
$564B 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
$501B 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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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