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

MBE Wealth Management’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	-5,424	Closed	-$274K	–	61
2022 Q2	$274K	Sell	5,424 -594	-10%	-$32.4K	0.19%	51
2022 Q1	$367K	Sell	6,018 -696	-10%	-$41.5K	0.22%	39
2021 Q4	$442K	Sell	6,714 -1,009	-13%	-$64.6K	0.23%	33
2021 Q3	$485K	Sell	7,723 -1,691	-18%	-$108K	0.25%	28
2021 Q2	$567K	Sell	9,414 -70,890	-88%	-$4.1M	0.29%	23
2021 Q1	$4.42M	Sell	80,304 -2,328	-3%	-$129K	2.4%	13
2020 Q4	$4.51M	Buy	82,632 +5,430	+7%	+$284K	3.05%	11
2020 Q3	$3.41M	Buy	77,202 +150	+0.2%	+$7.26K	2.86%	11
2020 Q2	$3.4M	Buy	77,052 +76,980	+106,917%	+$3.29M	2.86%	11
2020 Q1	$2K	Buy	+72	New	+$3.03K	﹤0.01%	454

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

MBE Wealth Management's IHI Position: Q3 2022 in Review

MBE Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q3 2022, closing a stake of 5,424 shares — an estimated $274K sold.

MBE Wealth Management first reported a position in IHI in Q1 2020 and held it in 10 quarters. The position peaked at $4.51M in Q4 2020. 556 funds tracked by Wall St. Rank hold IHI as of Q3 2022.

MBE Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q3 2022 after selling out during the quarter.
MBE Wealth Management sold 5,424 iShares US Medical Devices ETF shares in Q3 2022, an estimated $274K.
MBE Wealth Management first reported a position in iShares US Medical Devices ETF in Q1 2020 and held it in 10 quarters.
MBE Wealth Management's iShares US Medical Devices ETF position peaked at $4.51M in Q4 2020.
556 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2022.

Based on MBE Wealth Management's 13F filing for Q3 2022, filed 20 Oct 2022.