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StrongBox Wealth’s iShares US Medical Devices ETF IHI Stock Holding History

StrongBox Wealth’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
Q2 		– Sell
-6,378
Closed -$389K – 86
2022
Q1 		$389K Sell
6,378
-1,348
-17% -$80.4K 0.22% 69
2021
Q4 		$509K Buy
7,726
+312
+4% +$20K 0.25% 65
2021
Q3 		$465K Buy
7,414
+1,060
+17% +$67.6K 0.26% 68
2021
Q2 		$382K Buy
+6,354
New +$367K 0.22% 75

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

StrongBox Wealth's IHI Position: Q2 2022 in Review

StrongBox Wealth sold out of iShares US Medical Devices ETF (IHI) in Q2 2022, closing a stake of 6,378 shares — an estimated $389K sold.

StrongBox Wealth first reported a position in IHI in Q2 2021 and held it in 4 quarters. The position peaked at $509K in Q4 2021. 592 funds tracked by Wall St. Rank hold IHI as of Q2 2022.

  • StrongBox Wealth reported no remaining iShares US Medical Devices ETF position as of Q2 2022 after selling out during the quarter.
  • StrongBox Wealth sold 6,378 iShares US Medical Devices ETF shares in Q2 2022, an estimated $389K.
  • StrongBox Wealth first reported a position in iShares US Medical Devices ETF in Q2 2021 and held it in 4 quarters.
  • StrongBox Wealth's iShares US Medical Devices ETF position peaked at $509K in Q4 2021.
  • 592 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2022.

Based on StrongBox Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.