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

MinichMacGregor Wealth 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
2023 Q1	–	Sell	-1,691	Closed	-$88.9K	–	341
2022 Q4	$88.9K	Buy	+1,691	New	+$85.8K	0.03%	122
2021 Q1	–	Sell	-162,024	Closed	-$8.84M	–	83
2020 Q4	$8.84M	Buy	162,024 +1,728	+1%	+$90.3K	3.6%	8
2020 Q3	$8M	Buy	160,296 +129,450	+420%	+$6.27M	3.78%	8
2020 Q2	$1.36M	Buy	+30,846	New	+$1.32M	0.75%	22
2020 Q1	–	Sell	-129,996	Closed	-$5.73M	–	95
2019 Q4	$5.73M	Buy	129,996 +2,718	+2%	+$114K	3.19%	11
2019 Q3	$5.24M	Sell	127,278 -59,490	-32%	-$2.44M	3.55%	12
2019 Q2	$7.55M	Buy	186,768 +1,164	+0.6%	+$44.1K	5.28%	5
2019 Q1	$7.15M	Buy	+185,604	New	+$6.74M	5.37%	5
2018 Q4	–	Sell	-193,494	Closed	-$7.34M	–	281
2018 Q3	$7.34M	Buy	193,494 +15,198	+9%	+$540K	4.84%	4
2018 Q2	$5.98M	Buy	178,296 +5,064	+3%	+$165K	4.26%	5
2018 Q1	$5.34M	Sell	173,232 -2,172	-1%	-$66.9K	4.16%	7
2017 Q4	$5.07M	Buy	175,404 +2,700	+2%	+$77.8K	3.96%	9
2017 Q3	$4.81M	Buy	172,704 +6,774	+4%	+$187K	3.99%	9
2017 Q2	$4.61M	Buy	165,930 +11,064	+7%	+$293K	4%	7
2017 Q1	$3.91M	Buy	154,866 +3,798	+3%	+$92.1K	3.52%	11
2016 Q4	$3.35M	Buy	151,068 +19,308	+15%	+$438K	3.14%	12
2016 Q3	$3.19M	Sell	131,760 -72	-0.1%	-$1.71K	3%	12
2016 Q2	$2.98M	Buy	131,832 +756	+0.6%	+$16.4K	2.81%	11
2016 Q1	$2.67M	Buy	+131,076	New	+$2.55M	2.58%	13

Other funds holding IHI

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

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

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

MIH

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 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

MinichMacGregor Wealth Management's IHI Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q1 2023, closing a stake of 1,691 shares — an estimated $88.9K sold.

MinichMacGregor Wealth Management first reported a position in IHI in Q1 2016 and held it in 19 quarters. The position peaked at $8.84M in Q4 2020. 557 funds tracked by Wall St. Rank hold IHI as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,691 iShares US Medical Devices ETF shares in Q1 2023, an estimated $88.9K.
MinichMacGregor Wealth Management first reported a position in iShares US Medical Devices ETF in Q1 2016 and held it in 19 quarters.
MinichMacGregor Wealth Management's iShares US Medical Devices ETF position peaked at $8.84M in Q4 2020.
557 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.