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

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 $376B AUM 19.32% 1-Year Est. Return

Bank of America

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

Fisher Asset Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Envestnet Asset Management

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