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 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

Lineweaver Wealth Advisors's IHI Position: Q2 2022 in Review

Lineweaver Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q2 2022, closing a stake of 4,270 shares — an estimated $260K sold.

Lineweaver Wealth Advisors first reported a position in IHI in Q2 2020 and held it in 8 quarters. The position peaked at $4.45M in Q4 2020. 592 funds tracked by Wall St. Rank hold IHI as of Q2 2022.

Lineweaver Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q2 2022 after selling out during the quarter.
Lineweaver Wealth Advisors sold 4,270 iShares US Medical Devices ETF shares in Q2 2022, an estimated $260K.
Lineweaver Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 8 quarters.
Lineweaver Wealth Advisors's iShares US Medical Devices ETF position peaked at $4.45M in Q4 2020.
592 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2022.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.