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

Summit Wealth 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 Q2	–	Sell	-130	Closed	-$7K	–	166
2023 Q1	$7K	Buy	+130	New	+$6.92K	0.17%	46
2021 Q4	–	Sell	-57,691	Closed	-$3.62M	–	37
2021 Q3	$3.62M	Buy	+57,691	New	+$3.68M	5.73%	6
2021 Q1	–	Sell	-45,558	Closed	-$2.48M	–	198
2020 Q4	$2.48M	Buy	+45,558	New	+$2.38M	1.56%	20

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Summit Wealth Group's IHI Position: Q2 2023 in Review

Summit Wealth Group sold out of iShares US Medical Devices ETF (IHI) in Q2 2023, closing a stake of 130 shares — an estimated $7K sold.

Summit Wealth Group first reported a position in IHI in Q4 2020 and held it in 3 quarters. The position peaked at $3.62M in Q3 2021. 585 funds tracked by Wall St. Rank hold IHI as of Q2 2023.

Summit Wealth Group reported no remaining iShares US Medical Devices ETF position as of Q2 2023 after selling out during the quarter.
Summit Wealth Group sold 130 iShares US Medical Devices ETF shares in Q2 2023, an estimated $7K.
Summit Wealth Group first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 3 quarters.
Summit Wealth Group's iShares US Medical Devices ETF position peaked at $3.62M in Q3 2021.
585 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.