McCarthy Asset Management’s iShares US Medical Devices ETF IHI Stock Holding History

McCarthy Asset 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 Q2	–	Sell	-426	Closed	-$26K	–	146
2022 Q1	$26K	Hold	426	–	–	0.02%	119
2021 Q4	$28K	Hold	426	–	–	0.02%	119
2021 Q3	$27K	Hold	426	–	–	0.02%	123
2021 Q2	$26K	Hold	426	–	–	0.02%	144
2021 Q1	$23K	Sell	426 -6	-1%	-$333	0.02%	140
2020 Q4	$24K	Buy	+432	New	+$22.6K	0.02%	132

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

MIH

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

McCarthy Asset Management's IHI Position: Q2 2022 in Review

McCarthy Asset Management sold out of iShares US Medical Devices ETF (IHI) in Q2 2022, closing a stake of 426 shares — an estimated $26K sold.

McCarthy Asset Management first reported a position in IHI in Q4 2020 and held it in 6 quarters. The position peaked at $28K in Q4 2021. 592 funds tracked by Wall St. Rank hold IHI as of Q2 2022.

McCarthy Asset Management reported no remaining iShares US Medical Devices ETF position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 426 iShares US Medical Devices ETF shares in Q2 2022, an estimated $26K.
McCarthy Asset Management first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's iShares US Medical Devices ETF position peaked at $28K in Q4 2021.
592 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.