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

Lineweaver 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
Q2 		– Sell
-4,270
Closed -$260K – 142
2022
Q1 		$260K Sell
4,270
-277
-6% -$16.5K 0.07% 120
2021
Q4 		$299K Sell
4,547
-57
-1% -$3.65K 0.09% 108
2021
Q3 		$289K Sell
4,604
-280
-6% -$17.9K 0.09% 112
2021
Q2 		$293K Sell
4,884
-53,070
-92% -$3.07M 0.1% 101
2021
Q1 		$3.19M Sell
57,954
-23,658
-29% -$1.31M 1.13% 21
2020
Q4 		$4.45M Sell
81,612
-1,212
-1% -$63.4K 1.75% 21
2020
Q3 		$4.14M Buy
82,824
+768
+0.9% +$37.2K 1.85% 19
2020
Q2 		$3.62M Buy
+82,056
New +$3.51M 1.84% 19

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return