MV Capital Management’s iShares US Medical Devices ETF IHI Stock Holding History

MV Capital 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	-90	Closed	-$4.73K	–	700
2022 Q4	$4.73K	Hold	90	–	–	﹤0.01%	559
2022 Q3	$4K	Buy	+90	New	+$4.67K	﹤0.01%	571
2021 Q4	–	Sell	-340	Closed	-$21K	–	701
2021 Q3	$21K	Buy	+340	New	+$21.7K	﹤0.01%	303

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

MV Capital Management's IHI Position: Q1 2023 in Review

MV Capital Management sold out of iShares US Medical Devices ETF (IHI) in Q1 2023, closing a stake of 90 shares — an estimated $4.73K sold.

MV Capital Management first reported a position in IHI in Q3 2021 and held it in 3 quarters. The position peaked at $21K in Q3 2021. 557 funds tracked by Wall St. Rank hold IHI as of Q1 2023.

MV Capital Management reported no remaining iShares US Medical Devices ETF position as of Q1 2023 after selling out during the quarter.
MV Capital Management sold 90 iShares US Medical Devices ETF shares in Q1 2023, an estimated $4.73K.
MV Capital Management first reported a position in iShares US Medical Devices ETF in Q3 2021 and held it in 3 quarters.
MV Capital Management's iShares US Medical Devices ETF position peaked at $21K in Q3 2021.
557 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2023.

Based on MV Capital Management's 13F filing for Q1 2023, filed 26 Apr 2023.