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Stephens Consulting’s iShares US Medical Devices ETF IHI Stock Holding History

Stephens Consulting’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
Q4 		– Sell
-1,392
Closed -$65.7K – 530
2022
Q3 		$65.7K Hold
1,392
– – 0.06% 147
2022
Q2 		$70.2K Sell
1,392
-696
-33% -$37.9K 0.06% 139
2022
Q1 		$127K Hold
2,088
– – 0.1% 107
2021
Q4 		$137K Buy
+2,088
New +$134K 0.11% 125

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stephens Consulting's IHI Position: Q4 2022 in Review

Stephens Consulting sold out of iShares US Medical Devices ETF (IHI) in Q4 2022, closing a stake of 1,392 shares — an estimated $65.7K sold.

Stephens Consulting first reported a position in IHI in Q4 2021 and held it in 4 quarters. The position peaked at $137K in Q4 2021. 577 funds tracked by Wall St. Rank hold IHI as of Q4 2022.

  • Stephens Consulting reported no remaining iShares US Medical Devices ETF position as of Q4 2022 after selling out during the quarter.
  • Stephens Consulting sold 1,392 iShares US Medical Devices ETF shares in Q4 2022, an estimated $65.7K.
  • Stephens Consulting first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 4 quarters.
  • Stephens Consulting's iShares US Medical Devices ETF position peaked at $137K in Q4 2021.
  • 577 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2022.

Based on Stephens Consulting's 13F filing for Q4 2022, filed 20 Jan 2023.