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

Teamwork 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
2023 Q3	–	Sell	-45,638	Closed	-$2.58M	–	204
2023 Q2	$2.58M	Buy	45,638 +33,601	+279%	+$1.85M	0.42%	44
2023 Q1	$650K	Sell	12,037 -807	-6%	-$43K	0.12%	100
2022 Q4	$675K	Buy	12,844 +2,603	+25%	+$132K	0.14%	101
2022 Q3	$483K	Buy	+10,241	New	+$531K	0.1%	119
2022 Q2	–	Sell	-16,018	Closed	-$976K	–	226
2022 Q1	$976K	Sell	16,018 -4,756	-23%	-$284K	0.18%	101
2021 Q4	$1.37M	Buy	20,774 +204	+1%	+$13.1K	0.25%	82
2021 Q3	$1.29M	Buy	+20,570	New	+$1.31M	0.26%	83
2021 Q1	–	Sell	-34,890	Closed	-$1.9M	–	240
2020 Q4	$1.9M	Buy	34,890 +4,824	+16%	+$252K	0.45%	38
2020 Q3	$1.5M	Sell	30,066 -2,652	-8%	-$128K	0.47%	37
2020 Q2	$1.44M	Buy	+32,718	New	+$1.4M	0.52%	45

Other funds holding IHI

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

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

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

MIH

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Teamwork Financial Advisors's IHI Position: Q3 2023 in Review

Teamwork Financial Advisors sold out of iShares US Medical Devices ETF (IHI) in Q3 2023, closing a stake of 45,638 shares — an estimated $2.58M sold.

Teamwork Financial Advisors first reported a position in IHI in Q2 2020 and held it in 10 quarters. The position peaked at $2.58M in Q2 2023. 544 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

Teamwork Financial Advisors reported no remaining iShares US Medical Devices ETF position as of Q3 2023 after selling out during the quarter.
Teamwork Financial Advisors sold 45,638 iShares US Medical Devices ETF shares in Q3 2023, an estimated $2.58M.
Teamwork Financial Advisors first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 10 quarters.
Teamwork Financial Advisors's iShares US Medical Devices ETF position peaked at $2.58M in Q2 2023.
544 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

Based on Teamwork Financial Advisors's 13F filing for Q3 2023, filed 31 Oct 2023.