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

One Wealth Advisors’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	-501	Closed	-$26.3K	–	389
2022 Q4	$26.3K	Buy	+501	New	+$25.4K	0.01%	491
2022 Q3	–	Sell	-19,243	Closed	-$971K	–	187
2022 Q2	$971K	Buy	19,243 +9,120	+90%	+$497K	0.26%	57
2022 Q1	$617K	Sell	10,123 -6,436	-39%	-$384K	0.15%	76
2021 Q4	$1.09M	Buy	16,559 +5,245	+46%	+$336K	0.28%	51
2021 Q3	$710K	Buy	11,314 +2,632	+30%	+$168K	0.21%	64
2021 Q2	$522K	Sell	8,682 -12,966	-60%	-$750K	0.17%	74
2021 Q1	$1.19M	Buy	21,648 +11,460	+112%	+$636K	0.46%	26
2020 Q4	$556K	Buy	+10,188	New	+$533K	0.3%	31

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

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

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

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

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

One Wealth Advisors's IHI Position: Q1 2023 in Review

One Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q1 2023, closing a stake of 501 shares — an estimated $26.3K sold.

One Wealth Advisors first reported a position in IHI in Q4 2020 and held it in 8 quarters. The position peaked at $1.19M in Q1 2021. 557 funds tracked by Wall St. Rank hold IHI as of Q1 2023.

One Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 501 iShares US Medical Devices ETF shares in Q1 2023, an estimated $26.3K.
One Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 8 quarters.
One Wealth Advisors's iShares US Medical Devices ETF position peaked at $1.19M in Q1 2021.
557 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.