S.C. Financial Services’s iShares US Medical Devices ETF IHI Stock Holding History

S.C. Financial Services’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	$284K	Sell	5,401 -49	-0.9%	-$2.49K	0.44%	75
2022 Q3	$257K	Sell	5,450 -1,689	-24%	-$87.6K	0.41%	88
2022 Q2	$360K	Sell	7,139 -153	-2%	-$8.34K	0.55%	59
2022 Q1	$445K	Sell	7,292 -246	-3%	-$14.7K	0.57%	57
2021 Q4	$467K	Buy	+7,538	New	+$483K	0.54%	58

Other funds holding IHI

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

S.C. Financial Services's IHI Position: Q4 2022 in Review

S.C. Financial Services reduced its iShares US Medical Devices ETF (IHI) stake by 0.9% in Q4 2022, selling an estimated $2.49K and leaving 5,401 shares worth $284K. The position accounts for 0.44% of the portfolio, ranked #75.

S.C. Financial Services first reported a position in IHI in Q4 2021 and has held it in 5 quarters since. The position peaked at $467K in Q4 2021. 577 funds tracked by Wall St. Rank hold IHI as of Q4 2022.

S.C. Financial Services held 5,401 shares of iShares US Medical Devices ETF worth $284K as of Q4 2022.
S.C. Financial Services sold 49 iShares US Medical Devices ETF shares in Q4 2022, an estimated $2.49K.
iShares US Medical Devices ETF made up 0.44% of S.C. Financial Services's portfolio in Q4 2022, its #75 holding.
S.C. Financial Services first reported a position in iShares US Medical Devices ETF in Q4 2021 and has held it in 5 quarters since.
S.C. Financial Services's iShares US Medical Devices ETF position peaked at $467K in Q4 2021.
577 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2022.

Based on S.C. Financial Services's 13F filing for Q4 2022, filed 20 Jan 2023.