Palladiem’s iShares US Medical Devices ETF IHI Stock Holding History

Palladiem’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 Q3	$1.86M	Sell	38,450 -295	-0.8%	-$15.7K	2.01%	19
2023 Q2	$2.19M	Buy	38,745 +2	+0%	+$110	2.25%	17
2023 Q1	$2.09M	Sell	38,743 -950	-2%	-$50.6K	2.23%	14
2022 Q4	$2.09M	Sell	39,693 -1,143	-3%	-$58K	2.17%	16
2022 Q3	$1.93M	Sell	40,836 -925	-2%	-$48K	2.02%	16
2022 Q2	$2.11M	Sell	41,761 -297	-0.7%	-$16.2K	2.09%	15
2022 Q1	$2.56M	Sell	42,058 -14,046	-25%	-$837K	2.27%	16
2021 Q4	$3.69M	Buy	56,104 +1,338	+2%	+$85.7K	2.97%	13
2021 Q3	$3.44M	Buy	54,766 +5,716	+12%	+$365K	2.78%	13
2021 Q2	$2.95M	Buy	49,050 +6,258	+15%	+$362K	2.38%	14
2021 Q1	$2.36M	Buy	+42,792	New	+$2.37M	2.06%	14

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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

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

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return