Marino Stram & Associates’s iShares US Medical Devices ETF IHI Stock Holding History

Marino Stram & Associates’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 Q4	–	Sell	-5,931	Closed	-$280K	–	155
2022 Q3	$280K	Buy	5,931 +10	+0.2%	+$519	0.1%	118
2022 Q2	$299K	Buy	5,921 +5	+0.1%	+$273	0.1%	119
2022 Q1	$361K	Buy	5,916 +18	+0.3%	+$1.07K	0.11%	116
2021 Q4	$388K	Sell	5,898 -283	-5%	-$18.1K	0.12%	111
2021 Q3	$388K	Buy	+6,181	New	+$394K	0.13%	105
2021 Q2	–	Sell	-5,370	Closed	-$296K	–	269
2021 Q1	$296K	Buy	+5,370	New	+$298K	0.12%	110

Other funds holding IHI

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIH

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Marino Stram & Associates's IHI Position: Q4 2022 in Review

Marino Stram & Associates sold out of iShares US Medical Devices ETF (IHI) in Q4 2022, closing a stake of 5,931 shares — an estimated $280K sold.

Marino Stram & Associates first reported a position in IHI in Q1 2021 and held it in 6 quarters. The position peaked at $388K in Q4 2021. 577 funds tracked by Wall St. Rank hold IHI as of Q4 2022.

Marino Stram & Associates reported no remaining iShares US Medical Devices ETF position as of Q4 2022 after selling out during the quarter.
Marino Stram & Associates sold 5,931 iShares US Medical Devices ETF shares in Q4 2022, an estimated $280K.
Marino Stram & Associates first reported a position in iShares US Medical Devices ETF in Q1 2021 and held it in 6 quarters.
Marino Stram & Associates's iShares US Medical Devices ETF position peaked at $388K in Q4 2021.
577 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2022.

Based on Marino Stram & Associates's 13F filing for Q4 2022, filed 19 Jan 2023.