Spectrum Management Group’s iShares US Medical Devices ETF IHI Stock Holding History

Spectrum Management Group’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
2022 Q3	–	Sell	-2,049	Closed	-$103K	–	247
2022 Q2	$103K	Buy	2,049 +997	+95%	+$54.3K	0.02%	120
2022 Q1	$64K	Buy	1,052 +68	+7%	+$4.05K	0.01%	152
2021 Q4	$65K	Sell	984 -74	-7%	-$4.74K	0.01%	149
2021 Q3	$66K	Sell	1,058 -106	-9%	-$6.76K	0.01%	173
2021 Q2	$70K	Sell	1,164 -40,596	-97%	-$2.35M	0.01%	145
2021 Q1	$2.3M	Sell	41,760 -26,466	-39%	-$1.47M	0.46%	64
2020 Q4	$3.72M	Sell	68,226 -7,662	-10%	-$401K	0.78%	43
2020 Q3	$3.79M	Buy	75,888 +600	+0.8%	+$29.1K	0.89%	36
2020 Q2	$3.32M	Buy	+75,288	New	+$3.22M	0.84%	41

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Spectrum Management Group's IHI Position: Q3 2022 in Review

Spectrum Management Group sold out of iShares US Medical Devices ETF (IHI) in Q3 2022, closing a stake of 2,049 shares — an estimated $103K sold.

Spectrum Management Group first reported a position in IHI in Q2 2020 and held it in 9 quarters. The position peaked at $3.79M in Q3 2020. 556 funds tracked by Wall St. Rank hold IHI as of Q3 2022.

Spectrum Management Group reported no remaining iShares US Medical Devices ETF position as of Q3 2022 after selling out during the quarter.
Spectrum Management Group sold 2,049 iShares US Medical Devices ETF shares in Q3 2022, an estimated $103K.
Spectrum Management Group first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 9 quarters.
Spectrum Management Group's iShares US Medical Devices ETF position peaked at $3.79M in Q3 2020.
556 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2022.

Based on Spectrum Management Group's 13F filing for Q3 2022, filed 1 Nov 2022.