Sargent Bickham Lagudis’s iShares US Medical Devices ETF IHI Stock Holding History

Sargent Bickham Lagudis’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	$98K	Buy	1,865 +1,265	+211%	+$64.2K	0.01%	337
2022 Q3	$28K	Sell	600 -193	-24%	-$10K	﹤0.01%	516
2022 Q2	$40K	Buy	793 +1	+0.1%	+$55	﹤0.01%	466
2022 Q1	$49K	Hold	792	–	–	﹤0.01%	457
2021 Q4	$52K	Hold	792	–	–	﹤0.01%	441
2021 Q3	$50K	Hold	792	–	–	﹤0.01%	443
2021 Q2	$48K	Hold	792	–	–	﹤0.01%	458
2021 Q1	$44K	Hold	792	–	–	﹤0.01%	456
2020 Q4	$43K	Buy	792 +192	+32%	+$10K	﹤0.01%	451
2020 Q3	$30K	Hold	600	–	–	﹤0.01%	453
2020 Q2	$26K	Hold	600	–	–	﹤0.01%	448
2020 Q1	$23K	Buy	+600	New	+$25.3K	﹤0.01%	443

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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

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

Sargent Bickham Lagudis's IHI Position: Q4 2022 in Review

Sargent Bickham Lagudis increased its iShares US Medical Devices ETF (IHI) stake by 211% in Q4 2022, buying an estimated $64.2K and bringing the position to 1,865 shares worth $98K. The position accounts for 0.01% of the portfolio, ranked #337.

Sargent Bickham Lagudis first reported a position in IHI in Q1 2020 and has held it in 12 quarters since. 577 funds tracked by Wall St. Rank hold IHI as of Q4 2022.

Sargent Bickham Lagudis held 1,865 shares of iShares US Medical Devices ETF worth $98K as of Q4 2022.
Sargent Bickham Lagudis bought 1,265 iShares US Medical Devices ETF shares in Q4 2022, an estimated $64.2K.
iShares US Medical Devices ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #337 holding.
Sargent Bickham Lagudis first reported a position in iShares US Medical Devices ETF in Q1 2020 and has held it in 12 quarters since.
577 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.