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 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

Meridian Wealth Advisors's IHI Position: Q2 2022 in Review

Meridian Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q2 2022, closing a stake of 3,810 shares — an estimated $232K sold.

Meridian Wealth Advisors first reported a position in IHI in Q2 2019 and held it in 9 quarters. The position peaked at $251K in Q4 2021. 592 funds tracked by Wall St. Rank hold IHI as of Q2 2022.

Meridian Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q2 2022 after selling out during the quarter.
Meridian Wealth Advisors sold 3,810 iShares US Medical Devices ETF shares in Q2 2022, an estimated $232K.
Meridian Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q2 2019 and held it in 9 quarters.
Meridian Wealth Advisors's iShares US Medical Devices ETF position peaked at $251K in Q4 2021.
592 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2022.

Based on Meridian Wealth Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.