Pathstone Family Office’s iShares US Medical Devices ETF IHI Stock Holding History

Pathstone Family Office’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	$310K	Sell	6,386 -1,499	-19%	-$79.7K	﹤0.01%	1295
2023 Q2	$445K	Buy	7,885 +1,504	+24%	+$82.8K	0.01%	800
2023 Q1	$344K	Sell	6,381 -7,927	-55%	-$422K	0.01%	855
2022 Q4	$685K	Buy	14,308 +360	+3%	+$18.3K	0.01%	957
2022 Q3	$658K	Buy	13,948 +6,974	+100%	+$362K	0.01%	946
2022 Q2	$352K	Buy	+6,974	New	+$380K	0.01%	720
2022 Q1	–	Sell	-4,062	Closed	-$268K	–	997
2021 Q4	$268K	Hold	4,062	–	–	0.01%	746
2021 Q3	$255K	Hold	4,062	–	–	0.01%	725
2021 Q2	$244K	Hold	4,062	–	–	0.01%	710
2021 Q1	$224K	Sell	4,062 -6	-0.1%	-$333	0.01%	577
2020 Q4	$222K	Hold	4,068	–	–	0.01%	246
2020 Q3	$203K	Buy	4,068 +3,006	+283%	+$146K	0.02%	196
2020 Q2	$47K	Hold	1,062	–	–	0.01%	325
2020 Q1	$40K	Buy	+1,062	New	+$44.7K	0.01%	337
2013 Q3	–	Sell	-8,892	Closed	-$116K	–	368
2013 Q2	$116K	Buy	+8,892	New	+$115K	0.13%	43

Other funds holding IHI

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIH

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HIIFS

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

Pathstone Family Office's IHI Position: Q3 2023 in Review

Pathstone Family Office reduced its iShares US Medical Devices ETF (IHI) stake by 19% in Q3 2023, selling an estimated $79.7K and leaving 6,386 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

Pathstone Family Office first reported a position in IHI in Q2 2013 and has held it in 15 quarters since. The position peaked at $685K in Q4 2022. 544 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

Pathstone Family Office held 6,386 shares of iShares US Medical Devices ETF worth $310K as of Q3 2023.
Pathstone Family Office sold 1,499 iShares US Medical Devices ETF shares in Q3 2023, an estimated $79.7K.
iShares US Medical Devices ETF made up ﹤0.01% of Pathstone Family Office's portfolio in Q3 2023, its #1295 holding.
Pathstone Family Office first reported a position in iShares US Medical Devices ETF in Q2 2013 and has held it in 15 quarters since.
Pathstone Family Office's iShares US Medical Devices ETF position peaked at $685K in Q4 2022.
544 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.