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 $1.89T 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

Private Ocean's IHI Position: Q3 2023 in Review

Private Ocean sold out of iShares US Medical Devices ETF (IHI) in Q3 2023, closing a stake of 12 shares — an estimated $678 sold.

Private Ocean first reported a position in IHI in Q2 2019 and held it in 10 quarters. The position peaked at $38K in Q3 2019. 544 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

Private Ocean reported no remaining iShares US Medical Devices ETF position as of Q3 2023 after selling out during the quarter.
Private Ocean sold 12 iShares US Medical Devices ETF shares in Q3 2023, an estimated $678.
Private Ocean first reported a position in iShares US Medical Devices ETF in Q2 2019 and held it in 10 quarters.
Private Ocean's iShares US Medical Devices ETF position peaked at $38K in Q3 2019.
544 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

Based on Private Ocean's 13F filing for Q3 2023, filed 24 Oct 2023.