Rowlandmiller & Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Rowlandmiller & Partners’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	-1,830	Closed	-$103K	–	179
2023 Q2	$103K	Buy	+1,830	New	+$101K	0.02%	181
2022 Q2	–	Sell	-1,830	Closed	-$112K	–	183
2022 Q1	$112K	Hold	1,830	–	–	0.03%	175
2021 Q4	$121K	Buy	+1,830	New	+$117K	0.03%	173
2021 Q3	–	Sell	-1,830	Closed	-$110K	–	165
2021 Q2	$110K	Hold	1,830	–	–	0.03%	172
2021 Q1	$101K	Buy	+1,830	New	+$101K	0.03%	169

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

Rowlandmiller & Partners's IHI Position: Q3 2023 in Review

Rowlandmiller & Partners sold out of iShares US Medical Devices ETF (IHI) in Q3 2023, closing a stake of 1,830 shares — an estimated $103K sold.

Rowlandmiller & Partners first reported a position in IHI in Q1 2021 and held it in 5 quarters. The position peaked at $121K in Q4 2021. 544 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

Rowlandmiller & Partners reported no remaining iShares US Medical Devices ETF position as of Q3 2023 after selling out during the quarter.
Rowlandmiller & Partners sold 1,830 iShares US Medical Devices ETF shares in Q3 2023, an estimated $103K.
Rowlandmiller & Partners first reported a position in iShares US Medical Devices ETF in Q1 2021 and held it in 5 quarters.
Rowlandmiller & Partners's iShares US Medical Devices ETF position peaked at $121K in Q4 2021.
544 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

Based on Rowlandmiller & Partners's 13F filing for Q3 2023, filed 26 Oct 2023.