Legacy Wealth Planning’s iShares US Medical Devices ETF IHI Stock Holding History

Legacy Wealth Planning’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 Q3	$580K	Sell	12,290 -700	-5%	-$36.3K	0.96%	27
2022 Q2	$655K	Hold	12,990	–	–	0.94%	28
2022 Q1	$792K	Buy	12,990 +1,806	+16%	+$108K	0.93%	27
2021 Q4	$736K	Sell	11,184 -300	-3%	-$19.2K	0.84%	29
2021 Q3	$721K	Hold	11,484	–	–	0.81%	31
2021 Q2	$691K	Buy	11,484 +150	+1%	+$8.68K	0.79%	31
2021 Q1	$624K	Buy	11,334 +966	+9%	+$53.6K	0.8%	31
2020 Q4	$566K	Hold	10,368	–	–	0.73%	30
2020 Q3	$518K	Sell	10,368 -174	-2%	-$8.43K	0.59%	34
2020 Q2	$465K	Buy	10,542 +726	+7%	+$31K	0.55%	34
2020 Q1	$369K	Sell	9,816 -318	-3%	-$13.4K	0.59%	35
2019 Q4	$446K	Buy	+10,134	New	+$426K	0.51%	38

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Legacy Wealth Planning's IHI Position: Q3 2022 in Review

Legacy Wealth Planning reduced its iShares US Medical Devices ETF (IHI) stake by 5.4% in Q3 2022, selling an estimated $36.3K and leaving 12,290 shares worth $580K. The position accounts for 0.96% of the portfolio, ranked #27.

Legacy Wealth Planning first reported a position in IHI in Q4 2019 and has held it in 12 quarters since. The position peaked at $792K in Q1 2022. 556 funds tracked by Wall St. Rank hold IHI as of Q3 2022.

Legacy Wealth Planning held 12,290 shares of iShares US Medical Devices ETF worth $580K as of Q3 2022.
Legacy Wealth Planning sold 700 iShares US Medical Devices ETF shares in Q3 2022, an estimated $36.3K.
iShares US Medical Devices ETF made up 0.96% of Legacy Wealth Planning's portfolio in Q3 2022, its #27 holding.
Legacy Wealth Planning first reported a position in iShares US Medical Devices ETF in Q4 2019 and has held it in 12 quarters since.
Legacy Wealth Planning's iShares US Medical Devices ETF position peaked at $792K in Q1 2022.
556 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.