Sanford Advisory Services’s iShares US Medical Devices ETF IHI Stock Holding History

Sanford Advisory 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	$389K	Sell	7,396 -85	-1%	-$4.31K	0.09%	96
2022 Q3	$353K	Buy	7,481 +67	+0.9%	+$3.48K	0.1%	80
2022 Q2	$374K	Sell	7,414 -1,606	-18%	-$87.5K	0.11%	78
2022 Q1	$550K	Buy	9,020 +18	+0.2%	+$1.07K	0.15%	58
2021 Q4	$593K	Sell	9,002 -659	-7%	-$42.2K	0.13%	58
2021 Q3	$607K	Buy	9,661 +595	+7%	+$38K	0.15%	57
2021 Q2	$546K	Buy	9,066 +360	+4%	+$20.8K	0.14%	58
2021 Q1	$479K	Sell	8,706 -18	-0.2%	-$998	0.13%	61
2020 Q4	$476K	Buy	+8,724	New	+$456K	0.15%	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

Sanford Advisory Services's IHI Position: Q4 2022 in Review

Sanford Advisory Services reduced its iShares US Medical Devices ETF (IHI) stake by 1.1% in Q4 2022, selling an estimated $4.31K and leaving 7,396 shares worth $389K. The position accounts for 0.09% of the portfolio, ranked #96.

Sanford Advisory Services first reported a position in IHI in Q4 2020 and has held it in 9 quarters since. The position peaked at $607K in Q3 2021. 577 funds tracked by Wall St. Rank hold IHI as of Q4 2022.

Sanford Advisory Services held 7,396 shares of iShares US Medical Devices ETF worth $389K as of Q4 2022.
Sanford Advisory Services sold 85 iShares US Medical Devices ETF shares in Q4 2022, an estimated $4.31K.
iShares US Medical Devices ETF made up 0.09% of Sanford Advisory Services's portfolio in Q4 2022, its #96 holding.
Sanford Advisory Services first reported a position in iShares US Medical Devices ETF in Q4 2020 and has held it in 9 quarters since.
Sanford Advisory Services's iShares US Medical Devices ETF position peaked at $607K in Q3 2021.
577 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.