Simplicity Solutions’s iShares US Medical Devices ETF IHI Stock Holding History

Simplicity Solutions’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	-4,256	Closed	-$206K	–	1086
2023 Q3	$206K	Sell	4,256 -5,370	-56%	-$286K	0.01%	899
2023 Q2	$543K	Buy	+9,626	New	+$530K	0.01%	638
2022 Q2	–	Sell	-3,528	Closed	-$215K	–	663
2022 Q1	$215K	Sell	3,528 -3,528	-50%	-$210K	0.03%	582
2021 Q4	$464K	Buy	+7,056	New	+$452K	0.05%	410
2021 Q1	–	Sell	-100,782	Closed	-$5.5M	–	724
2020 Q4	$5.5M	Buy	100,782 +43,080	+75%	+$2.25M	0.08%	213
2020 Q3	$2.88M	Sell	57,702 -85,644	-60%	-$4.15M	0.05%	269
2020 Q2	$6.33M	Buy	143,346 +108,102	+307%	+$4.62M	0.13%	155
2020 Q1	$1.32M	Sell	35,244 -20,154	-36%	-$849K	0.04%	289
2019 Q4	$2.44M	Buy	55,398 +47,208	+576%	+$1.98M	0.07%	208
2019 Q3	$338K	Buy	8,190 +906	+12%	+$37.1K	0.01%	502
2019 Q2	$292K	Sell	7,284 -1,014	-12%	-$38.4K	0.01%	503
2019 Q1	$320K	Buy	+8,298	New	+$301K	0.02%	516
2018 Q4	–	Sell	-6,552	Closed	-$248K	–	699
2018 Q3	$248K	Buy	+6,552	New	+$233K	0.01%	459

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIH

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HIIFS

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

Simplicity Solutions's IHI Position: Q4 2023 in Review

Simplicity Solutions sold out of iShares US Medical Devices ETF (IHI) in Q4 2023, closing a stake of 4,256 shares — an estimated $206K sold.

Simplicity Solutions first reported a position in IHI in Q3 2018 and held it in 13 quarters. The position peaked at $6.33M in Q2 2020. 574 funds tracked by Wall St. Rank hold IHI as of Q4 2023.

Simplicity Solutions reported no remaining iShares US Medical Devices ETF position as of Q4 2023 after selling out during the quarter.
Simplicity Solutions sold 4,256 iShares US Medical Devices ETF shares in Q4 2023, an estimated $206K.
Simplicity Solutions first reported a position in iShares US Medical Devices ETF in Q3 2018 and held it in 13 quarters.
Simplicity Solutions's iShares US Medical Devices ETF position peaked at $6.33M in Q2 2020.
574 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.