Magnus Financial Group’s iShares US Medical Devices ETF IHI Stock Holding History

Magnus Financial Group’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 Q3	–	Sell	-9,813	Closed	-$495K	–	274
2022 Q2	$495K	Sell	9,813 -233	-2%	-$12.7K	0.09%	147
2022 Q1	$612K	Buy	10,046 +262	+3%	+$15.6K	0.1%	141
2021 Q4	$644K	Buy	9,784 +6	+0.1%	+$384	0.12%	119
2021 Q3	$614K	Buy	9,778 +16	+0.2%	+$1.02K	0.13%	109
2021 Q2	$587K	Buy	9,762 +336	+4%	+$19.4K	0.13%	104
2021 Q1	$519K	Buy	9,426 +1,404	+18%	+$77.9K	0.13%	102
2020 Q4	$438K	Buy	8,022 +1,044	+15%	+$54.6K	0.04%	167
2020 Q3	$348K	Buy	6,978 +2,088	+43%	+$101K	0.04%	169
2020 Q2	$216K	Buy	+4,890	New	+$209K	0.02%	539

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return