Selective Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-1,200
Closed -$61K 797
2022
Q2
$61K Sell
1,200
-600
-33% -$32.7K 0.02% 288
2022
Q1
$110K Hold
1,800
0.04% 198
2021
Q4
$119K Hold
1,800
0.05% 180
2021
Q3
$113K Buy
1,800
+1,200
+200% +$76.6K 0.06% 163
2021
Q2
$36K Buy
+600
New +$34.7K 0.03% 218
2020
Q3
Sell
-198
Closed -$9K 361
2020
Q2
$9K Buy
+198
New +$8.46K 0.01% 242

Other funds holding IHI

Selective Wealth Management's IHI Position: Q3 2022 in Review

Selective Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q3 2022, closing a stake of 1,200 shares — an estimated $61K sold.

Selective Wealth Management first reported a position in IHI in Q2 2020 and held it in 6 quarters. The position peaked at $119K in Q4 2021. 556 funds tracked by Wall St. Rank hold IHI as of Q3 2022.

  • Selective Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q3 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,200 iShares US Medical Devices ETF shares in Q3 2022, an estimated $61K.
  • Selective Wealth Management first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 6 quarters.
  • Selective Wealth Management's iShares US Medical Devices ETF position peaked at $119K in Q4 2021.
  • 556 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.