StrategIQ Financial Group’s iShares US Medical Devices ETF IHI Stock Holding History

StrategIQ Financial 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
2023 Q4	$1.25M	Buy	23,127 +4,626	+25%	+$226K	0.14%	128
2023 Q3	$897K	Buy	18,501 +192	+1%	+$10.2K	0.1%	152
2023 Q2	$1.03M	Buy	18,309 +572	+3%	+$31.5K	0.12%	137
2023 Q1	$957K	Buy	17,737 +2,320	+15%	+$124K	0.11%	133
2022 Q4	$810K	Buy	15,417 +2,557	+20%	+$130K	0.09%	143
2022 Q3	$607K	Buy	12,860 +1,376	+12%	+$71.4K	0.08%	161
2022 Q2	$579K	Buy	11,484 +3,094	+37%	+$169K	0.07%	171
2022 Q1	$511K	Buy	8,390 +4,395	+110%	+$262K	0.06%	193
2021 Q4	$263K	Buy	3,995 +585	+17%	+$37.5K	0.03%	259
2021 Q3	$214K	Buy	+3,410	New	+$218K	0.04%	212

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 $14.7B AUM 47% 1-Year Est. Return

StrategIQ Financial Group's IHI Position: Q4 2023 in Review

StrategIQ Financial Group increased its iShares US Medical Devices ETF (IHI) stake by 25% in Q4 2023, buying an estimated $226K and bringing the position to 23,127 shares worth $1.25M. The position accounts for 0.14% of the portfolio, ranked #128.

StrategIQ Financial Group first reported a position in IHI in Q3 2021 and has held it in 10 quarters since. 574 funds tracked by Wall St. Rank hold IHI as of Q4 2023.

StrategIQ Financial Group held 23,127 shares of iShares US Medical Devices ETF worth $1.25M as of Q4 2023.
StrategIQ Financial Group bought 4,626 iShares US Medical Devices ETF shares in Q4 2023, an estimated $226K.
iShares US Medical Devices ETF made up 0.14% of StrategIQ Financial Group's portfolio in Q4 2023, its #128 holding.
StrategIQ Financial Group first reported a position in iShares US Medical Devices ETF in Q3 2021 and has held it in 10 quarters since.
574 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2023.

Based on StrategIQ Financial Group's 13F filing for Q4 2023, filed 23 Jan 2024.