Stelac Advisory Services’s iShares US Medical Devices ETF IHI Stock Holding History

Stelac Advisory Services’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	-105,891	Closed	-$5.14M	–	97
2023 Q3	$5.14M	Buy	105,891 +22,286	+27%	+$1.18M	2.8%	10
2023 Q2	$4.72M	Hold	83,605	–	–	2.11%	12
2023 Q1	$4.52M	Hold	83,605	–	–	1.96%	17
2022 Q4	$4.4M	Hold	83,605	–	–	1.99%	16
2022 Q3	$3.94M	Hold	83,605	–	–	1.8%	16
2022 Q2	$4.22M	Buy	83,605 +52,876	+172%	+$2.88M	1.7%	21
2022 Q1	$1.87M	Sell	30,729 -79,851	-72%	-$4.76M	0.67%	37
2021 Q4	$8.08M	Sell	110,580 -14,842	-12%	-$950K	2.19%	14
2021 Q3	$8M	Sell	125,422 -4,394	-3%	-$280K	2.15%	14
2021 Q2	$7.76M	Buy	129,816 +36,282	+39%	+$2.1M	1.77%	18
2021 Q1	$5.3M	Sell	93,534 -57,726	-38%	-$3.2M	1.95%	10
2020 Q4	$8.23M	Buy	+151,260	New	+$7.91M	2.13%	13

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 $20.6B AUM 59.59% 1-Year Est. Return

Stelac Advisory Services's IHI Position: Q4 2023 in Review

Stelac Advisory Services sold out of iShares US Medical Devices ETF (IHI) in Q4 2023, closing a stake of 105,891 shares — an estimated $5.14M sold.

Stelac Advisory Services first reported a position in IHI in Q4 2020 and held it in 12 quarters. The position peaked at $8.23M in Q4 2020. 574 funds tracked by Wall St. Rank hold IHI as of Q4 2023.

Stelac Advisory Services reported no remaining iShares US Medical Devices ETF position as of Q4 2023 after selling out during the quarter.
Stelac Advisory Services sold 105,891 iShares US Medical Devices ETF shares in Q4 2023, an estimated $5.14M.
Stelac Advisory Services first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 12 quarters.
Stelac Advisory Services's iShares US Medical Devices ETF position peaked at $8.23M in Q4 2020.
574 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2023.

Based on Stelac Advisory Services's 13F filing for Q4 2023, filed 8 Feb 2024.