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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Fisher Asset Management

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

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

Bank of America

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

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return