MWA
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Meridian Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Meridian Wealth 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
2022
Q2 		– Sell
-3,810
Closed -$232K – 206
2022
Q1 		$232K Hold
3,810
– – 0.05% 191
2021
Q4 		$251K Hold
3,810
– – 0.06% 177
2021
Q3 		$239K Hold
3,810
– – 0.07% 174
2021
Q2 		$229K Hold
3,810
– – 0.06% 182
2021
Q1 		$210K Sell
3,810
-150
-4% -$8.32K 0.07% 172
2020
Q4 		$216K Buy
+3,960
New +$207K 0.08% 163
2020
Q1 		– Sell
-5,046
Closed -$222K – 155
2019
Q4 		$222K Hold
5,046
– – 0.09% 145
2019
Q3 		$208K Buy
5,046
+60
+1% +$2.46K 0.09% 146
2019
Q2 		$200K Buy
+4,986
New +$189K 0.14% 123

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return