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 $1.89T AUM 35.08% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Magnus Financial Group's IHI Position: Q3 2022 in Review

Magnus Financial Group sold out of iShares US Medical Devices ETF (IHI) in Q3 2022, closing a stake of 9,813 shares — an estimated $495K sold.

Magnus Financial Group first reported a position in IHI in Q2 2020 and held it in 9 quarters. The position peaked at $644K in Q4 2021. 556 funds tracked by Wall St. Rank hold IHI as of Q3 2022.

Magnus Financial Group reported no remaining iShares US Medical Devices ETF position as of Q3 2022 after selling out during the quarter.
Magnus Financial Group sold 9,813 iShares US Medical Devices ETF shares in Q3 2022, an estimated $495K.
Magnus Financial Group first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 9 quarters.
Magnus Financial Group's iShares US Medical Devices ETF position peaked at $644K in Q4 2021.
556 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2022.

Based on Magnus Financial Group's 13F filing for Q3 2022, filed 9 Nov 2022.