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

One 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
2022 Q4	–	Sell	-4,720	Closed	-$223K	–	51
2022 Q3	$223K	Sell	4,720 -10,059	-68%	-$522K	0.15%	43
2022 Q2	$745K	Buy	14,779 +2,326	+19%	+$127K	0.49%	31
2022 Q1	$759K	Sell	12,453 -2,354	-16%	-$140K	0.44%	24
2021 Q4	$975K	Sell	14,807 -84	-0.6%	-$5.38K	0.56%	21
2021 Q3	$935K	Buy	14,891 +401	+3%	+$25.6K	0.58%	21
2021 Q2	$872K	Sell	14,490 -33,270	-70%	-$1.92M	0.54%	20
2021 Q1	$2.63M	Sell	47,760 -33,456	-41%	-$1.86M	1.73%	15
2020 Q4	$4.43M	Sell	81,216 -2,214	-3%	-$116K	3.03%	11
2020 Q3	$4.17M	Sell	83,430 -1,032	-1%	-$50K	3.16%	13
2020 Q2	$3.73M	Buy	+84,462	New	+$3.61M	3.01%	15

Other funds holding IHI

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIH

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

One Advisory Partners's IHI Position: Q4 2022 in Review

One Advisory Partners sold out of iShares US Medical Devices ETF (IHI) in Q4 2022, closing a stake of 4,720 shares — an estimated $223K sold.

One Advisory Partners first reported a position in IHI in Q2 2020 and held it in 10 quarters. The position peaked at $4.43M in Q4 2020. 577 funds tracked by Wall St. Rank hold IHI as of Q4 2022.

One Advisory Partners reported no remaining iShares US Medical Devices ETF position as of Q4 2022 after selling out during the quarter.
One Advisory Partners sold 4,720 iShares US Medical Devices ETF shares in Q4 2022, an estimated $223K.
One Advisory Partners first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 10 quarters.
One Advisory Partners's iShares US Medical Devices ETF position peaked at $4.43M in Q4 2020.
577 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2022.

Based on One Advisory Partners's 13F filing for Q4 2022, filed 25 Jan 2023.