Telemus Capital’s iShares US Medical Devices ETF IHI Stock Holding History

Telemus Capital’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 Q4	$362K	Buy	+6,715	New	+$328K	0.03%	266
2023 Q3	–	Sell	-4,553	Closed	-$257K	–	318
2023 Q2	$257K	Sell	4,553 -617	-12%	-$34K	0.02%	285
2023 Q1	$279K	Sell	5,170 -1,401	-21%	-$74.6K	0.02%	274
2022 Q4	$351K	Buy	+6,571	New	+$333K	0.03%	255
2022 Q3	–	Sell	-5,227	Closed	-$264K	–	327
2022 Q2	$264K	Buy	5,227 +1,459	+39%	+$79.5K	0.03%	299
2022 Q1	$230K	Hold	3,768	–	–	0.02%	314
2021 Q4	$248K	Hold	3,768	–	–	0.02%	329
2021 Q3	$237K	Hold	3,768	–	–	0.02%	312
2021 Q2	$227K	Hold	3,768	–	–	0.02%	320
2021 Q1	$210K	Hold	3,768	–	–	0.01%	369
2020 Q4	$206K	Buy	+3,768	New	+$197K	0.02%	358
2019 Q2	–	Sell	-8,778	Closed	-$339K	–	397
2019 Q1	$339K	Hold	8,778	–	–	0.03%	315
2018 Q4	$292K	Hold	8,778	–	–	0.02%	328
2018 Q3	$333K	Buy	+8,778	New	+$312K	0.02%	346

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

Telemus Capital's IHI Position: Q4 2023 in Review

Telemus Capital opened a new position in iShares US Medical Devices ETF (IHI) in Q4 2023: 6,715 shares worth $362K. The stake represents 0.03% of the portfolio and ranks #266 among its holdings. This is a return to the name: Telemus Capital previously reported a position in IHI as recently as Q2 2023.

Telemus Capital first reported a position in IHI in Q3 2018 and has held it in 14 quarters since. 576 funds tracked by Wall St. Rank hold IHI as of Q4 2023.

Telemus Capital held 6,715 shares of iShares US Medical Devices ETF worth $362K as of Q4 2023.
iShares US Medical Devices ETF was a new Telemus Capital position in Q4 2023.
iShares US Medical Devices ETF made up 0.03% of Telemus Capital's portfolio in Q4 2023, its #266 holding.
Telemus Capital first reported a position in iShares US Medical Devices ETF in Q3 2018 and has held it in 14 quarters since.
576 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.