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Provence Wealth Management Group’s iShares US Medical Devices ETF IHI Stock Holding History

Provence Wealth Management Group’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
Q4 		$33K Sell
612
-282
-32% -$13.8K 0.02% 236
2023
Q3 		$43.4K Buy
+894
New +$47.5K 0.03% 216

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Provence Wealth Management Group's IHI Position: Q4 2023 in Review

Provence Wealth Management Group reduced its iShares US Medical Devices ETF (IHI) stake by 32% in Q4 2023, selling an estimated $13.8K and leaving 612 shares worth $33K. The position accounts for 0.02% of the portfolio, ranked #236.

Provence Wealth Management Group first reported a position in IHI in Q3 2023 and has held it in 2 quarters since. The position peaked at $43.4K in Q3 2023. 575 funds tracked by Wall St. Rank hold IHI as of Q4 2023.

  • Provence Wealth Management Group held 612 shares of iShares US Medical Devices ETF worth $33K as of Q4 2023.
  • Provence Wealth Management Group sold 282 iShares US Medical Devices ETF shares in Q4 2023, an estimated $13.8K.
  • iShares US Medical Devices ETF made up 0.02% of Provence Wealth Management Group's portfolio in Q4 2023, its #236 holding.
  • Provence Wealth Management Group first reported a position in iShares US Medical Devices ETF in Q3 2023 and has held it in 2 quarters since.
  • Provence Wealth Management Group's iShares US Medical Devices ETF position peaked at $43.4K in Q3 2023.
  • 575 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.