Mayflower Financial Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Mayflower Financial Advisors’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
2023 Q1	–	Sell	-7,009	Closed	-$368K	–	364
2022 Q4	$368K	Sell	7,009 -2,854	-29%	-$145K	0.05%	238
2022 Q3	$465K	Sell	9,863 -1,009	-9%	-$52.4K	0.07%	198
2022 Q2	$548K	Sell	10,872 -681	-6%	-$37.1K	0.08%	179
2022 Q1	$704K	Buy	11,553 +731	+7%	+$43.6K	0.09%	155
2021 Q4	$713K	Sell	10,822 -3,183	-23%	-$204K	0.09%	153
2021 Q3	$891K	Buy	14,005 +5,833	+71%	+$372K	0.12%	120
2021 Q2	$492K	Sell	8,172 -540	-6%	-$31.2K	0.07%	173
2021 Q1	$480K	Buy	+8,712	New	+$483K	0.07%	165

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Mayflower Financial Advisors's IHI Position: Q1 2023 in Review

Mayflower Financial Advisors sold out of iShares US Medical Devices ETF (IHI) in Q1 2023, closing a stake of 7,009 shares — an estimated $368K sold.

Mayflower Financial Advisors first reported a position in IHI in Q1 2021 and held it in 8 quarters. The position peaked at $891K in Q3 2021. 557 funds tracked by Wall St. Rank hold IHI as of Q1 2023.

Mayflower Financial Advisors reported no remaining iShares US Medical Devices ETF position as of Q1 2023 after selling out during the quarter.
Mayflower Financial Advisors sold 7,009 iShares US Medical Devices ETF shares in Q1 2023, an estimated $368K.
Mayflower Financial Advisors first reported a position in iShares US Medical Devices ETF in Q1 2021 and held it in 8 quarters.
Mayflower Financial Advisors's iShares US Medical Devices ETF position peaked at $891K in Q3 2021.
557 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2023.

Based on Mayflower Financial Advisors's 13F filing for Q1 2023, filed 12 Apr 2023.