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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Fisher Asset Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return