Summit Place Financial Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Summit Place Financial 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
2022 Q3	–	Sell	-4,270	Closed	-$215K	–	91
2022 Q2	$215K	Sell	4,270 -1,550	-27%	-$84.5K	0.18%	98
2022 Q1	$355K	Sell	5,820 -725	-11%	-$43.2K	0.24%	89
2021 Q4	$431K	Sell	6,545 -510	-7%	-$32.6K	0.3%	80
2021 Q3	$443K	Sell	7,055 -325	-4%	-$20.7K	0.32%	77
2021 Q2	$444K	Buy	7,380 +30	+0.4%	+$1.74K	0.33%	79
2021 Q1	$405K	Sell	7,350 -6,750	-48%	-$374K	0.33%	80
2020 Q4	$769K	Sell	14,100 -3,930	-22%	-$205K	0.67%	55
2020 Q3	$900K	Buy	+18,030	New	+$873K	0.9%	48

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Summit Place Financial Advisors's IHI Position: Q3 2022 in Review

Summit Place Financial Advisors sold out of iShares US Medical Devices ETF (IHI) in Q3 2022, closing a stake of 4,270 shares — an estimated $215K sold.

Summit Place Financial Advisors first reported a position in IHI in Q3 2020 and held it in 8 quarters. The position peaked at $900K in Q3 2020. 556 funds tracked by Wall St. Rank hold IHI as of Q3 2022.

Summit Place Financial Advisors reported no remaining iShares US Medical Devices ETF position as of Q3 2022 after selling out during the quarter.
Summit Place Financial Advisors sold 4,270 iShares US Medical Devices ETF shares in Q3 2022, an estimated $215K.
Summit Place Financial Advisors first reported a position in iShares US Medical Devices ETF in Q3 2020 and held it in 8 quarters.
Summit Place Financial Advisors's iShares US Medical Devices ETF position peaked at $900K in Q3 2020.
556 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2022.

Based on Summit Place Financial Advisors's 13F filing for Q3 2022, filed 1 Nov 2022.