TCWP’s iShares US Medical Devices ETF IHI Stock Holding History

TCWP’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	-4,376	Closed	-$266K	–	960
2022 Q1	$266K	Sell	4,376 -1,715	-28%	-$102K	0.05%	235
2021 Q4	$401K	Buy	+6,091	New	+$390K	0.08%	172

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

TCWP's IHI Position: Q2 2022 in Review

TCWP sold out of iShares US Medical Devices ETF (IHI) in Q2 2022, closing a stake of 4,376 shares — an estimated $266K sold.

TCWP first reported a position in IHI in Q4 2021 and held it in 2 quarters. The position peaked at $401K in Q4 2021. 593 funds tracked by Wall St. Rank hold IHI as of Q2 2022.

TCWP reported no remaining iShares US Medical Devices ETF position as of Q2 2022 after selling out during the quarter.
TCWP sold 4,376 iShares US Medical Devices ETF shares in Q2 2022, an estimated $266K.
TCWP first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 2 quarters.
TCWP's iShares US Medical Devices ETF position peaked at $401K in Q4 2021.
593 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.