SHWM
IHI icon

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

Smith & Howard 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
2013
Q3 		– Sell
-552
Closed -$7K – 260
2013
Q2 		$7K Buy
+552
New +$7.15K ﹤0.01% 187

Other funds holding IHI

WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Smith & Howard Wealth Management's IHI Position: Q3 2013 in Review

Smith & Howard Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q3 2013, closing a stake of 552 shares — an estimated $7K sold.

Smith & Howard Wealth Management first reported a position in IHI in Q2 2013 and held it in 1 quarter. The position peaked at $7K in Q2 2013. 53 funds tracked by Wall St. Rank hold IHI as of Q3 2013.

  • Smith & Howard Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q3 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 552 iShares US Medical Devices ETF shares in Q3 2013, an estimated $7K.
  • Smith & Howard Wealth Management first reported a position in iShares US Medical Devices ETF in Q2 2013 and held it in 1 quarter.
  • Smith & Howard Wealth Management's iShares US Medical Devices ETF position peaked at $7K in Q2 2013.
  • 53 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q3 2013, filed 31 Oct 2013.