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 $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Fisher Asset Management

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

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

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

Envestnet Asset Management

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return