Samalin Investment Counsel’s iShares US Medical Devices ETF IHI Stock Holding History

Samalin Investment Counsel’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 Q2	–	Sell	-3,680	Closed	-$224K	–	236
2022 Q1	$224K	Hold	3,680	–	–	0.14%	213
2021 Q4	$242K	Buy	3,680 +5	+0.1%	+$320	0.15%	204
2021 Q3	$231K	Buy	3,675 +3	+0.1%	+$191	0.15%	207
2021 Q2	$221K	Sell	3,672 -534	-13%	-$30.9K	0.14%	213
2021 Q1	$231K	Hold	4,206	–	–	0.16%	197
2020 Q4	$230K	Hold	4,206	–	–	0.17%	194
2020 Q3	$210K	Buy	+4,206	New	+$204K	0.19%	167
2020 Q1	–	Sell	-3,870	Closed	-$170K	–	307
2019 Q4	$170K	Buy	+3,870	New	+$163K	0.14%	166

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Samalin Investment Counsel's IHI Position: Q2 2022 in Review

Samalin Investment Counsel sold out of iShares US Medical Devices ETF (IHI) in Q2 2022, closing a stake of 3,680 shares — an estimated $224K sold.

Samalin Investment Counsel first reported a position in IHI in Q4 2019 and held it in 8 quarters. The position peaked at $242K in Q4 2021. 592 funds tracked by Wall St. Rank hold IHI as of Q2 2022.

Samalin Investment Counsel reported no remaining iShares US Medical Devices ETF position as of Q2 2022 after selling out during the quarter.
Samalin Investment Counsel sold 3,680 iShares US Medical Devices ETF shares in Q2 2022, an estimated $224K.
Samalin Investment Counsel first reported a position in iShares US Medical Devices ETF in Q4 2019 and held it in 8 quarters.
Samalin Investment Counsel's iShares US Medical Devices ETF position peaked at $242K in Q4 2021.
592 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2022.

Based on Samalin Investment Counsel's 13F filing for Q2 2022, filed 15 Aug 2022.