Southern Capital Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Southern Capital Advisors’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	-12,076	Closed	-$586K	–	71
2023 Q3	$586K	Buy	12,076 +322	+3%	+$17.1K	0.49%	33
2023 Q2	$664K	Buy	+11,754	New	+$647K	0.51%	33

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

Southern Capital Advisors's IHI Position: Q4 2023 in Review

Southern Capital Advisors sold out of iShares US Medical Devices ETF (IHI) in Q4 2023, closing a stake of 12,076 shares — an estimated $586K sold.

Southern Capital Advisors first reported a position in IHI in Q2 2023 and held it in 2 quarters. The position peaked at $664K in Q2 2023. 574 funds tracked by Wall St. Rank hold IHI as of Q4 2023.

Southern Capital Advisors reported no remaining iShares US Medical Devices ETF position as of Q4 2023 after selling out during the quarter.
Southern Capital Advisors sold 12,076 iShares US Medical Devices ETF shares in Q4 2023, an estimated $586K.
Southern Capital Advisors first reported a position in iShares US Medical Devices ETF in Q2 2023 and held it in 2 quarters.
Southern Capital Advisors's iShares US Medical Devices ETF position peaked at $664K in Q2 2023.
574 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2023.

Based on Southern Capital Advisors's 13F filing for Q4 2023, filed 22 Jan 2024.