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

Milestone Wealth’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 		$5K Sell
115
-5
-4% -$259 0.01% 197
2022
Q2 		$6K Hold
120
– – 0.01% 188
2022
Q1 		$8K Hold
120
– – 0.01% 212
2021
Q4 		$8K Buy
+120
New +$7.68K 0.01% 212

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
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
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Milestone Wealth's IHI Position: Q3 2022 in Review

Milestone Wealth reduced its iShares US Medical Devices ETF (IHI) stake by 4.2% in Q3 2022, selling an estimated $259 and leaving 115 shares worth $5K. The position accounts for 0.01% of the portfolio, ranked #197.

Milestone Wealth first reported a position in IHI in Q4 2021 and has held it in 4 quarters since. The position peaked at $8K in Q1 2022. 556 funds tracked by Wall St. Rank hold IHI as of Q3 2022.

  • Milestone Wealth held 115 shares of iShares US Medical Devices ETF worth $5K as of Q3 2022.
  • Milestone Wealth sold 5 iShares US Medical Devices ETF shares in Q3 2022, an estimated $259.
  • iShares US Medical Devices ETF made up 0.01% of Milestone Wealth's portfolio in Q3 2022, its #197 holding.
  • Milestone Wealth first reported a position in iShares US Medical Devices ETF in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's iShares US Medical Devices ETF position peaked at $8K in Q1 2022.
  • 556 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.