Lumature Wealth Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Lumature Wealth Partners’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
2023 Q2	$117K	Sell	2,075 -131	-6%	-$7.21K	0.07%	186
2023 Q1	$119K	Hold	2,206	–	–	0.07%	181
2022 Q4	$116K	Sell	2,206 -812	-27%	-$41.2K	0.06%	181
2022 Q3	$142K	Buy	3,018 +56	+2%	+$2.91K	0.08%	179
2022 Q2	$149K	Hold	2,962	–	–	0.07%	189
2022 Q1	$181K	Sell	2,962 -251	-8%	-$15K	0.07%	183
2021 Q4	$212K	Sell	3,213 -576	-15%	-$36.9K	0.08%	140
2021 Q3	$238K	Sell	3,789 -129	-3%	-$8.23K	0.1%	128
2021 Q2	$236K	Sell	3,918 -786	-17%	-$45.5K	0.1%	125
2021 Q1	$259K	Sell	4,704 -2,382	-34%	-$132K	0.14%	108
2020 Q4	$387K	Buy	+7,086	New	+$370K	0.37%	83

Other funds holding IHI

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

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

MIH

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

Lumature Wealth Partners's IHI Position: Q2 2023 in Review

Lumature Wealth Partners reduced its iShares US Medical Devices ETF (IHI) stake by 5.9% in Q2 2023, selling an estimated $7.21K and leaving 2,075 shares worth $117K. The position accounts for 0.07% of the portfolio, ranked #186.

Lumature Wealth Partners first reported a position in IHI in Q4 2020 and has held it in 11 quarters since. The position peaked at $387K in Q4 2020. 585 funds tracked by Wall St. Rank hold IHI as of Q2 2023.

Lumature Wealth Partners held 2,075 shares of iShares US Medical Devices ETF worth $117K as of Q2 2023.
Lumature Wealth Partners sold 131 iShares US Medical Devices ETF shares in Q2 2023, an estimated $7.21K.
iShares US Medical Devices ETF made up 0.07% of Lumature Wealth Partners's portfolio in Q2 2023, its #186 holding.
Lumature Wealth Partners first reported a position in iShares US Medical Devices ETF in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's iShares US Medical Devices ETF position peaked at $387K in Q4 2020.
585 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.