Private Ocean’s iShares US Medical Devices ETF IHI Stock Holding History

Private Ocean’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	–	Sell	-12	Closed	-$678	–	520
2023 Q2	$678	Buy	+12	New	+$661	﹤0.01%	535
2022 Q3	–	Sell	-138	Closed	-$6K	–	588
2022 Q2	$6K	Hold	138	–	–	﹤0.01%	382
2022 Q1	$8K	Hold	138	–	–	﹤0.01%	417
2021 Q4	$9K	Hold	138	–	–	﹤0.01%	427
2021 Q3	$9K	Hold	138	–	–	﹤0.01%	432
2021 Q2	$8K	Sell	138 -132	-49%	-$7.63K	﹤0.01%	425
2021 Q1	$15K	Buy	+270	New	+$15K	﹤0.01%	389
2020 Q2	–	Sell	-900	Closed	-$33K	–	529
2020 Q1	$33K	Buy	+900	New	+$37.9K	0.01%	260
2019 Q4	–	Sell	-900	Closed	-$38K	–	555
2019 Q3	$38K	Sell	900 -12	-1%	-$491	0.01%	262
2019 Q2	$36K	Buy	+912	New	+$34.5K	0.01%	241

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