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

Outlook 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
2022 Q3	–	Sell	-94,519	Closed	-$4.77M	–	191
2022 Q2	$4.77M	Sell	94,519 -7,037	-7%	-$384K	1.95%	10
2022 Q1	$6.19M	Sell	101,556 -20,063	-16%	-$1.2M	2.07%	13
2021 Q4	$8.01M	Buy	121,619 +31,151	+34%	+$1.99M	2.35%	10
2021 Q3	$5.68M	Buy	90,468 +34,446	+61%	+$2.2M	1.86%	10
2021 Q2	$3.37M	Sell	56,022 -56,514	-50%	-$3.27M	1.08%	27
2021 Q1	$6.2M	Buy	112,536 +4,734	+4%	+$263K	2.15%	7
2020 Q4	$5.88M	Buy	107,802 +17,928	+20%	+$937K	2.14%	11
2020 Q3	$4.49M	Buy	89,874 +7,050	+9%	+$341K	1.78%	14
2020 Q2	$3.65M	Buy	82,824 +5,682	+7%	+$243K	1.55%	16
2020 Q1	$2.9M	Sell	77,142 -17,862	-19%	-$752K	1.64%	16
2019 Q4	$4.18M	Buy	95,004 +25,362	+36%	+$1.07M	2.36%	8
2019 Q3	$2.87M	Buy	69,642 +15,834	+29%	+$648K	1.71%	12
2019 Q2	$2.16M	Buy	53,808 +22,566	+72%	+$854K	1.42%	14
2019 Q1	$1.21M	Buy	+31,242	New	+$1.13M	0.99%	24

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

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

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

MIH

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

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

Outlook Wealth Advisors's IHI Position: Q3 2022 in Review

Outlook Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q3 2022, closing a stake of 94,519 shares — an estimated $4.77M sold.

Outlook Wealth Advisors first reported a position in IHI in Q1 2019 and held it in 14 quarters. The position peaked at $8.01M in Q4 2021. 556 funds tracked by Wall St. Rank hold IHI as of Q3 2022.

Outlook Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q3 2022 after selling out during the quarter.
Outlook Wealth Advisors sold 94,519 iShares US Medical Devices ETF shares in Q3 2022, an estimated $4.77M.
Outlook Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q1 2019 and held it in 14 quarters.
Outlook Wealth Advisors's iShares US Medical Devices ETF position peaked at $8.01M in Q4 2021.
556 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2022.

Based on Outlook Wealth Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.