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

Sheets Smith Wealth Management’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	-1,395	Closed	-$67.7K	–	413
2023 Q3	$67.7K	Buy	+1,395	New	+$74.2K	0.01%	373
2021 Q2	–	Sell	-46,398	Closed	-$2.56M	–	366
2021 Q1	$2.56M	Buy	46,398 +1,410	+3%	+$78.2K	0.38%	73
2020 Q4	$2.45M	Sell	44,988 -174	-0.4%	-$9.1K	0.37%	74
2020 Q3	$2.25M	Sell	45,162 -3,312	-7%	-$160K	0.39%	69
2020 Q2	$2.14M	Buy	+48,474	New	+$2.07M	0.43%	64

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

Sheets Smith Wealth Management's IHI Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q4 2023, closing a stake of 1,395 shares — an estimated $67.7K sold.

Sheets Smith Wealth Management first reported a position in IHI in Q2 2020 and held it in 5 quarters. The position peaked at $2.56M in Q1 2021. 576 funds tracked by Wall St. Rank hold IHI as of Q4 2023.

Sheets Smith Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q4 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 1,395 iShares US Medical Devices ETF shares in Q4 2023, an estimated $67.7K.
Sheets Smith Wealth Management first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 5 quarters.
Sheets Smith Wealth Management's iShares US Medical Devices ETF position peaked at $2.56M in Q1 2021.
576 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.