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

Stonebridge 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 Q3	–	Sell	-24	Closed	-$1.35K	–	957
2023 Q2	$1.35K	Buy	+24	New	+$1.32K	﹤0.01%	838
2021 Q3	–	Sell	-102	Closed	-$6K	–	1014
2021 Q2	$6K	Buy	+102	New	+$5.9K	﹤0.01%	806
2020 Q3	–	Sell	-102	Closed	-$5K	–	420
2020 Q2	$5K	Buy	+102	New	+$4.36K	﹤0.01%	563

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

Stonebridge Capital Advisors's IHI Position: Q3 2023 in Review

Stonebridge Capital Advisors sold out of iShares US Medical Devices ETF (IHI) in Q3 2023, closing a stake of 24 shares — an estimated $1.35K sold.

Stonebridge Capital Advisors first reported a position in IHI in Q2 2020 and held it in 3 quarters. The position peaked at $6K in Q2 2021. 544 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

Stonebridge Capital Advisors reported no remaining iShares US Medical Devices ETF position as of Q3 2023 after selling out during the quarter.
Stonebridge Capital Advisors sold 24 iShares US Medical Devices ETF shares in Q3 2023, an estimated $1.35K.
Stonebridge Capital Advisors first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 3 quarters.
Stonebridge Capital Advisors's iShares US Medical Devices ETF position peaked at $6K in Q2 2021.
544 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.