Lenox Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Lenox Wealth Advisors’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 Q1	$2K	Hold	36	–	–	﹤0.01%	647
2021 Q4	$2K	Hold	36	–	–	﹤0.01%	723
2021 Q3	$2K	Hold	36	–	–	﹤0.01%	633
2021 Q2	$2K	Sell	36 -30	-45%	-$1.74K	﹤0.01%	644
2021 Q1	$4K	Buy	66 +30	+83%	+$1.66K	﹤0.01%	538
2020 Q4	$2K	Hold	36	–	–	﹤0.01%	577
2020 Q3	$2K	Hold	36	–	–	﹤0.01%	518
2020 Q2	$2K	Hold	36	–	–	﹤0.01%	519
2020 Q1	$1K	Hold	36	–	–	﹤0.01%	694
2019 Q4	$2K	Hold	36	–	–	﹤0.01%	605
2019 Q3	$1K	Hold	36	–	–	﹤0.01%	581
2019 Q2	$1K	Buy	+36	New	+$1.36K	﹤0.01%	388

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

MIH

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

Lenox Wealth Advisors's IHI Position: Q1 2022 in Review

Lenox Wealth Advisors held its iShares US Medical Devices ETF (IHI) position steady in Q1 2022 at 36 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Lenox Wealth Advisors first reported a position in IHI in Q2 2019 and has held it in 12 quarters since. The position peaked at $4K in Q1 2021. 632 funds tracked by Wall St. Rank hold IHI as of Q1 2022.

Lenox Wealth Advisors held 36 shares of iShares US Medical Devices ETF worth $2K as of Q1 2022.
Lenox Wealth Advisors left its iShares US Medical Devices ETF share count unchanged in Q1 2022.
iShares US Medical Devices ETF made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #647 holding.
Lenox Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q2 2019 and has held it in 12 quarters since.
Lenox Wealth Advisors's iShares US Medical Devices ETF position peaked at $4K in Q1 2021.
632 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.