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 $1.89T 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

MIH

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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 22.96% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Palladiem's IHI Position: Q3 2023 in Review

Palladiem reduced its iShares US Medical Devices ETF (IHI) stake by 0.76% in Q3 2023, selling an estimated $15.7K and leaving 38,450 shares worth $1.86M. The position accounts for 2.01% of the portfolio, ranked #19.

Palladiem first reported a position in IHI in Q1 2021 and has held it in 11 quarters since. The position peaked at $3.69M in Q4 2021. 544 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

Palladiem held 38,450 shares of iShares US Medical Devices ETF worth $1.86M as of Q3 2023.
Palladiem sold 295 iShares US Medical Devices ETF shares in Q3 2023, an estimated $15.7K.
iShares US Medical Devices ETF made up 2.01% of Palladiem's portfolio in Q3 2023, its #19 holding.
Palladiem first reported a position in iShares US Medical Devices ETF in Q1 2021 and has held it in 11 quarters since.
Palladiem's iShares US Medical Devices ETF position peaked at $3.69M in Q4 2021.
544 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

Based on Palladiem's 13F filing for Q3 2023, filed 8 Dec 2023.