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

Ritholtz Wealth Management’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
2022
Q4 		– Sell
-4,377
Closed -$206K – 655
2022
Q3 		$206K Buy
+4,377
New +$227K 0.01% 649

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ritholtz Wealth Management's IHI Position: Q4 2022 in Review

Ritholtz Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q4 2022, closing a stake of 4,377 shares — an estimated $206K sold.

Ritholtz Wealth Management first reported a position in IHI in Q3 2022 and held it in 1 quarter. The position peaked at $206K in Q3 2022. 577 funds tracked by Wall St. Rank hold IHI as of Q4 2022.

  • Ritholtz Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q4 2022 after selling out during the quarter.
  • Ritholtz Wealth Management sold 4,377 iShares US Medical Devices ETF shares in Q4 2022, an estimated $206K.
  • Ritholtz Wealth Management first reported a position in iShares US Medical Devices ETF in Q3 2022 and held it in 1 quarter.
  • Ritholtz Wealth Management's iShares US Medical Devices ETF position peaked at $206K in Q3 2022.
  • 577 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2022.

Based on Ritholtz Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.