Lehman & Derafelo Financial Resources’s iShares US Medical Devices ETF IHI Stock Holding History

Lehman & Derafelo Financial Resources’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	$6.27M	Sell	119,317 -2,067	-2%	-$105K	1.86%	11
2022 Q3	$5.73M	Sell	121,384 -346	-0.3%	-$18K	1.81%	11
2022 Q2	$6.14M	Buy	121,730 +452	+0.4%	+$24.6K	1.9%	10
2022 Q1	$7.39M	Buy	121,278 +761	+0.6%	+$45.4K	2.06%	10
2021 Q4	$7.94M	Buy	120,517 +7,282	+6%	+$466K	2.4%	9
2021 Q3	$7.11M	Buy	113,235 +18,093	+19%	+$1.15M	2.31%	9
2021 Q2	$5.72M	Buy	95,142 +4,896	+5%	+$283K	1.57%	14
2021 Q1	$4.97M	Buy	90,246 +7,212	+9%	+$400K	1.4%	15
2020 Q4	$4.53M	Buy	83,034 +82,980	+153,667%	+$4.34M	1.36%	16
2020 Q3	$3K	Hold	54	–	–	﹤0.01%	256
2020 Q2	$2K	Buy	+54	New	+$2.31K	﹤0.01%	246

Other funds holding IHI

AWA

Arete Wealth Advisors Chicago, Illinois $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 $377B 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 $666B 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 $530B 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

Lehman & Derafelo Financial Resources's IHI Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources reduced its iShares US Medical Devices ETF (IHI) stake by 1.7% in Q4 2022, selling an estimated $105K and leaving 119,317 shares worth $6.27M. The position accounts for 1.86% of the portfolio, ranked #11.

Lehman & Derafelo Financial Resources first reported a position in IHI in Q2 2020 and has held it in 11 quarters since. The position peaked at $7.94M in Q4 2021. 577 funds tracked by Wall St. Rank hold IHI as of Q4 2022.

Lehman & Derafelo Financial Resources held 119,317 shares of iShares US Medical Devices ETF worth $6.27M as of Q4 2022.
Lehman & Derafelo Financial Resources sold 2,067 iShares US Medical Devices ETF shares in Q4 2022, an estimated $105K.
iShares US Medical Devices ETF made up 1.86% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #11 holding.
Lehman & Derafelo Financial Resources first reported a position in iShares US Medical Devices ETF in Q2 2020 and has held it in 11 quarters since.
Lehman & Derafelo Financial Resources's iShares US Medical Devices ETF position peaked at $7.94M in Q4 2021.
577 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.