Milestone Advisory Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Milestone Advisory Partners’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 Q3	$1.59M	Buy	32,791 +3,516	+12%	+$187K	1.32%	23
2023 Q2	$1.65M	Buy	29,275 +1,638	+6%	+$90.2K	1.5%	21
2023 Q1	$1.49M	Buy	27,637 +4,963	+22%	+$264K	1.38%	21
2022 Q4	$1.19M	Sell	22,674 -949	-4%	-$48.2K	0.89%	21
2022 Q3	$1.11M	Buy	23,623 +14,152	+149%	+$734K	0.84%	24
2022 Q2	$487K	Sell	9,471 -1,800	-16%	-$98.1K	0.39%	41
2022 Q1	$687K	Sell	11,271 -73,427	-87%	-$4.38M	0.37%	41
2021 Q4	$5.58M	Sell	84,698 -1,514	-2%	-$96.9K	2.82%	10
2021 Q3	$5.41M	Sell	86,212 -326	-0.4%	-$20.8K	3.18%	10
2021 Q2	$5.21M	Sell	86,538 -11,340	-12%	-$656K	2.75%	10
2021 Q1	$5.39M	Sell	97,878 -2,742	-3%	-$152K	2.88%	12
2020 Q4	$5.49M	Sell	100,620 -10,902	-10%	-$570K	3.13%	12
2020 Q3	$5.57M	Sell	111,522 -7,680	-6%	-$372K	3.47%	9
2020 Q2	$5.26M	Sell	119,202 -6,540	-5%	-$279K	3.09%	10
2020 Q1	$4.72M	Sell	125,742 -13,068	-9%	-$550K	3.28%	8
2019 Q4	$6.12M	Buy	138,810 +2,094	+2%	+$88K	3.21%	9
2019 Q3	$5.63M	Buy	136,716 +36,882	+37%	+$1.51M	3.17%	9
2019 Q2	$4M	Buy	99,834 +9,378	+10%	+$355K	2.44%	12
2019 Q1	$3.49M	Buy	90,456 +26,604	+42%	+$966K	2.25%	11
2018 Q4	$2.1M	Sell	63,852 -38,922	-38%	-$1.35M	1.81%	14
2018 Q3	$3.9M	Buy	102,774 +17,820	+21%	+$633K	2.76%	14
2018 Q2	$2.84M	Sell	84,954 -2,100	-2%	-$68.4K	2.11%	17
2018 Q1	$2.68M	Buy	87,054 +1,344	+2%	+$41.4K	2.01%	16
2017 Q4	$2.48M	Buy	+85,710	New	+$2.47M	1.86%	19

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Milestone Advisory Partners's IHI Position: Q3 2023 in Review

Milestone Advisory Partners increased its iShares US Medical Devices ETF (IHI) stake by 12% in Q3 2023, buying an estimated $187K and bringing the position to 32,791 shares worth $1.59M. The position accounts for 1.32% of the portfolio, ranked #23.

Milestone Advisory Partners first reported a position in IHI in Q4 2017 and has held it in 24 quarters since. The position peaked at $6.12M in Q4 2019. 544 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

Milestone Advisory Partners held 32,791 shares of iShares US Medical Devices ETF worth $1.59M as of Q3 2023.
Milestone Advisory Partners bought 3,516 iShares US Medical Devices ETF shares in Q3 2023, an estimated $187K.
iShares US Medical Devices ETF made up 1.32% of Milestone Advisory Partners's portfolio in Q3 2023, its #23 holding.
Milestone Advisory Partners first reported a position in iShares US Medical Devices ETF in Q4 2017 and has held it in 24 quarters since.
Milestone Advisory Partners's iShares US Medical Devices ETF position peaked at $6.12M in Q4 2019.
544 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.