Mariner Independent Advisor Network’s iShares US Medical Devices ETF IHI Stock Holding History

Mariner Independent Advisor Network’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	$915K	Sell	19,398 -485	-2%	-$25.2K	0.04%	389
2022 Q2	$1.02M	Sell	19,883 -24,015	-55%	-$1.31M	0.04%	367
2022 Q1	$2.68M	Buy	43,898 +1,692	+4%	+$101K	0.1%	201
2021 Q4	$2.77M	Buy	42,206 +8,592	+26%	+$550K	0.13%	179
2021 Q3	$2.31M	Buy	+33,614	New	+$2.14M	0.11%	208
2021 Q1	–	Sell	-67,146	Closed	-$3.66M	–	442
2020 Q4	$3.66M	Buy	67,146 +300	+0.4%	+$15.7K	0.2%	128
2020 Q3	$3.34M	Sell	66,846 -5,352	-7%	-$259K	0.28%	93
2020 Q2	$3.2M	Sell	72,198 -38,820	-35%	-$1.66M	0.3%	84
2020 Q1	$4.09M	Buy	111,018 +1,740	+2%	+$73.3K	0.37%	73
2019 Q4	$4.83M	Sell	109,278 -2,940	-3%	-$124K	0.35%	77
2019 Q3	$4.6M	Buy	112,218 +1,188	+1%	+$48.6K	0.35%	74
2019 Q2	$4.46M	Buy	111,030 +9,198	+9%	+$348K	0.34%	79
2019 Q1	$3.92M	Buy	101,832 +19,470	+24%	+$707K	0.33%	78
2018 Q4	$2.76M	Buy	+82,362	New	+$2.85M	0.25%	99
2017 Q2	–	Sell	-248,394	Closed	-$6.27M	–	249
2017 Q1	$6.27M	Buy	+248,394	New	+$6.02M	0.76%	29
2015 Q1	–	Sell	-14,556	Closed	-$274K	–	119
2014 Q4	$274K	Hold	14,556	–	–	0.13%	128
2014 Q3	$241K	Hold	14,556	–	–	0.13%	112
2014 Q2	$248K	Buy	+14,556	New	+$238K	0.12%	109

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 22.96% 1-Year Est. Return

MIH

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

Mariner Independent Advisor Network's IHI Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its iShares US Medical Devices ETF (IHI) stake by 2.4% in Q3 2022, selling an estimated $25.2K and leaving 19,398 shares worth $915K. The position accounts for 0.04% of the portfolio, ranked #389.

Mariner Independent Advisor Network first reported a position in IHI in Q2 2014 and has held it in 18 quarters since. The position peaked at $6.27M in Q1 2017. 556 funds tracked by Wall St. Rank hold IHI as of Q3 2022.

Mariner Independent Advisor Network held 19,398 shares of iShares US Medical Devices ETF worth $915K as of Q3 2022.
Mariner Independent Advisor Network sold 485 iShares US Medical Devices ETF shares in Q3 2022, an estimated $25.2K.
iShares US Medical Devices ETF made up 0.04% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #389 holding.
Mariner Independent Advisor Network first reported a position in iShares US Medical Devices ETF in Q2 2014 and has held it in 18 quarters since.
Mariner Independent Advisor Network's iShares US Medical Devices ETF position peaked at $6.27M in Q1 2017.
556 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.