Liberty Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Liberty 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 Q2	–	Sell	-4,532	Closed	-$276K	–	160
2022 Q1	$276K	Buy	+4,532	New	+$270K	0.1%	118
2021 Q4	–	Sell	-6,227	Closed	-$399K	–	111
2021 Q3	$391K	Sell	6,227 -4,297	-41%	-$274K	0.14%	93
2021 Q2	$622K	Sell	10,524 -24,942	-70%	-$1.44M	0.24%	60
2021 Q1	$1.98M	Hold	35,466	–	–	0.97%	22
2020 Q4	$1.98M	Sell	35,466 -8,460	-19%	-$442K	0.97%	22
2020 Q3	$2.19M	Buy	43,926 +7,314	+20%	+$354K	1.29%	18
2020 Q2	$1.62M	Buy	+36,612	New	+$1.56M	1.14%	19

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

MIH

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

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

Liberty Wealth Management's IHI Position: Q2 2022 in Review

Liberty Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q2 2022, closing a stake of 4,532 shares — an estimated $276K sold.

Liberty Wealth Management first reported a position in IHI in Q2 2020 and held it in 7 quarters. The position peaked at $2.19M in Q3 2020. 592 funds tracked by Wall St. Rank hold IHI as of Q2 2022.

Liberty Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q2 2022 after selling out during the quarter.
Liberty Wealth Management sold 4,532 iShares US Medical Devices ETF shares in Q2 2022, an estimated $276K.
Liberty Wealth Management first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 7 quarters.
Liberty Wealth Management's iShares US Medical Devices ETF position peaked at $2.19M in Q3 2020.
592 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2022.

Based on Liberty Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.