Leelyn Smith’s iShares US Medical Devices ETF IHI Stock Holding History

Leelyn Smith’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 Q1	–	Sell	-322	Closed	-$16.9K	–	256
2022 Q4	$16.9K	Buy	322 +117	+57%	+$5.94K	﹤0.01%	277
2022 Q3	$10K	Buy	+205	New	+$10.6K	﹤0.01%	287
2022 Q2	–	Sell	-360	Closed	-$22K	–	402
2022 Q1	$22K	Hold	360	–	–	0.01%	237
2021 Q4	$24K	Hold	360	–	–	0.01%	237
2021 Q3	$23K	Hold	360	–	–	0.01%	229
2021 Q2	$22K	Hold	360	–	–	0.01%	230
2021 Q1	$20K	Buy	+360	New	+$20K	0.01%	248
2020 Q1	–	Sell	-240	Closed	-$11K	–	336
2019 Q4	$11K	Buy	+240	New	+$10.1K	0.01%	257

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

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

MIH

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Leelyn Smith's IHI Position: Q1 2023 in Review

Leelyn Smith sold out of iShares US Medical Devices ETF (IHI) in Q1 2023, closing a stake of 322 shares — an estimated $16.9K sold.

Leelyn Smith first reported a position in IHI in Q4 2019 and held it in 8 quarters. The position peaked at $24K in Q4 2021. 557 funds tracked by Wall St. Rank hold IHI as of Q1 2023.

Leelyn Smith reported no remaining iShares US Medical Devices ETF position as of Q1 2023 after selling out during the quarter.
Leelyn Smith sold 322 iShares US Medical Devices ETF shares in Q1 2023, an estimated $16.9K.
Leelyn Smith first reported a position in iShares US Medical Devices ETF in Q4 2019 and held it in 8 quarters.
Leelyn Smith's iShares US Medical Devices ETF position peaked at $24K in Q4 2021.
557 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2023.

Based on Leelyn Smith's 13F filing for Q1 2023, filed 12 May 2023.