Norris Financial Group’s iShares US Medical Devices ETF IHI Stock Holding History

Norris Financial Group’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 Q1	–	Sell	-75,381	Closed	-$4.96M	–	97
2021 Q4	$4.96M	Sell	75,381 -2,893	-4%	-$185K	2.99%	9
2021 Q3	$4.91M	Buy	+78,274	New	+$4.99M	3.25%	9
2020 Q1	–	Sell	-73,206	Closed	-$3.22M	–	68
2019 Q4	$3.22M	Buy	+73,206	New	+$3.08M	2.98%	9

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Norris Financial Group's IHI Position: Q1 2022 in Review

Norris Financial Group sold out of iShares US Medical Devices ETF (IHI) in Q1 2022, closing a stake of 75,381 shares — an estimated $4.96M sold.

Norris Financial Group first reported a position in IHI in Q4 2019 and held it in 3 quarters. The position peaked at $4.96M in Q4 2021. 631 funds tracked by Wall St. Rank hold IHI as of Q1 2022.

Norris Financial Group reported no remaining iShares US Medical Devices ETF position as of Q1 2022 after selling out during the quarter.
Norris Financial Group sold 75,381 iShares US Medical Devices ETF shares in Q1 2022, an estimated $4.96M.
Norris Financial Group first reported a position in iShares US Medical Devices ETF in Q4 2019 and held it in 3 quarters.
Norris Financial Group's iShares US Medical Devices ETF position peaked at $4.96M in Q4 2021.
631 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2022.

Based on Norris Financial Group's 13F filing for Q1 2022, filed 20 May 2026.