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

Marks Wealth’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
2021
Q4 		– Sell
-528,828
Closed -$33.2M – 38
2021
Q3 		$33.2M Buy
+528,828
New +$33.7M 10.85% 4

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Oliver Lagore Vanvalin Investment Group
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Marks Wealth's IHI Position: Q4 2021 in Review

Marks Wealth sold out of iShares US Medical Devices ETF (IHI) in Q4 2021, closing a stake of 528,828 shares — an estimated $33.2M sold.

Marks Wealth first reported a position in IHI in Q3 2021 and held it in 1 quarter. The position peaked at $33.2M in Q3 2021. 662 funds tracked by Wall St. Rank hold IHI as of Q4 2021.

  • Marks Wealth reported no remaining iShares US Medical Devices ETF position as of Q4 2021 after selling out during the quarter.
  • Marks Wealth sold 528,828 iShares US Medical Devices ETF shares in Q4 2021, an estimated $33.2M.
  • Marks Wealth first reported a position in iShares US Medical Devices ETF in Q3 2021 and held it in 1 quarter.
  • Marks Wealth's iShares US Medical Devices ETF position peaked at $33.2M in Q3 2021.
  • 662 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2021.

Based on Marks Wealth's 13F filing for Q4 2021, filed 13 Jan 2022.