Security Financial Services’s iShares US Medical Devices ETF IHI Stock Holding History

Security 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
2023 Q4	–	Sell	-15,263	Closed	-$740K	–	167
2023 Q3	$740K	Sell	15,263 -3,178	-17%	-$169K	0.21%	77
2023 Q2	$1.04M	Sell	18,441 -942	-5%	-$51.9K	0.3%	64
2023 Q1	$1.05M	Sell	19,383 -10,484	-35%	-$558K	0.32%	58
2022 Q4	$1.57M	Sell	29,867 -1,633	-5%	-$82.9K	0.49%	47
2022 Q3	$1.49M	Buy	31,500 +21,437	+213%	+$1.11M	0.51%	43
2022 Q2	$508K	Sell	10,063 -11,705	-54%	-$638K	0.16%	88
2022 Q1	$1.33M	Buy	21,768 +2,718	+14%	+$162K	0.42%	44
2021 Q4	$1.25M	Buy	+19,050	New	+$1.22M	0.42%	49

Other funds holding IHI

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Security Financial Services's IHI Position: Q4 2023 in Review

Security Financial Services sold out of iShares US Medical Devices ETF (IHI) in Q4 2023, closing a stake of 15,263 shares — an estimated $740K sold.

Security Financial Services first reported a position in IHI in Q4 2021 and held it in 8 quarters. The position peaked at $1.57M in Q4 2022. 576 funds tracked by Wall St. Rank hold IHI as of Q4 2023.

Security Financial Services reported no remaining iShares US Medical Devices ETF position as of Q4 2023 after selling out during the quarter.
Security Financial Services sold 15,263 iShares US Medical Devices ETF shares in Q4 2023, an estimated $740K.
Security Financial Services first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 8 quarters.
Security Financial Services's iShares US Medical Devices ETF position peaked at $1.57M in Q4 2022.
576 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2023.

Based on Security Financial Services's 13F filing for Q4 2023, filed 16 Jan 2024.