RPg Family Wealth Advisory’s iShares US Medical Devices ETF IHI Stock Holding History

RPg Family Wealth Advisory’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	-100,193	Closed	-$5.66M	–	113
2023 Q2	$5.66M	Sell	100,193 -2,475	-2%	-$136K	2.27%	12
2023 Q1	$5.54M	Buy	102,668 +5,807	+6%	+$309K	3.05%	8
2022 Q4	$5.09M	Sell	96,861 -516	-0.5%	-$26.2K	3.49%	8
2022 Q3	$4.92M	Buy	97,377 +134	+0.1%	+$6.95K	2.59%	11
2022 Q2	$4.91M	Sell	97,243 -799	-0.8%	-$43.5K	2.92%	10
2022 Q1	$5.98M	Buy	98,042 +3,771	+4%	+$225K	2.55%	11
2021 Q4	$6.21M	Buy	94,271 +666	+0.7%	+$42.6K	2.45%	12
2021 Q3	$5.88M	Buy	93,605 +1,505	+2%	+$96K	2.48%	12
2021 Q2	$5.54M	Buy	+92,100	New	+$5.33M	2.24%	12
2020 Q4	$2.7M	Buy	49,452 +96	+0.2%	+$5.02K	1.27%	25
2020 Q3	$2.46M	Buy	49,356 +756	+2%	+$36.6K	1.29%	24
2020 Q2	$2.14M	Buy	48,600 +44,184	+1,001%	+$1.89M	1.31%	23
2020 Q1	$166K	Sell	4,416 -108	-2%	-$4.55K	0.13%	92
2019 Q4	$199K	Hold	4,524	–	–	0.11%	100
2019 Q3	$186K	Sell	4,524 -72	-2%	-$2.95K	0.11%	99
2019 Q2	$184K	Sell	4,596 -528	-10%	-$20K	0.11%	98
2019 Q1	$198K	Buy	+5,124	New	+$186K	0.12%	97
2017 Q3	–	Sell	-576	Closed	-$16K	–	297
2017 Q2	$16K	Buy	+576	New	+$15.3K	0.01%	261

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

RPg Family Wealth Advisory's IHI Position: Q3 2023 in Review

RPg Family Wealth Advisory sold out of iShares US Medical Devices ETF (IHI) in Q3 2023, closing a stake of 100,193 shares — an estimated $5.66M sold.

RPg Family Wealth Advisory first reported a position in IHI in Q2 2017 and held it in 18 quarters. The position peaked at $6.21M in Q4 2021. 544 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

RPg Family Wealth Advisory reported no remaining iShares US Medical Devices ETF position as of Q3 2023 after selling out during the quarter.
RPg Family Wealth Advisory sold 100,193 iShares US Medical Devices ETF shares in Q3 2023, an estimated $5.66M.
RPg Family Wealth Advisory first reported a position in iShares US Medical Devices ETF in Q2 2017 and held it in 18 quarters.
RPg Family Wealth Advisory's iShares US Medical Devices ETF position peaked at $6.21M in Q4 2021.
544 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.