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Tilia Fiduciary Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Tilia Fiduciary Partners’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
-20
Closed -$1K – 535
2022
Q1 		$1K Hold
20
– – ﹤0.01% 516
2021
Q4 		$1K Buy
+20
New +$1.28K ﹤0.01% 537

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Tilia Fiduciary Partners's IHI Position: Q2 2022 in Review

Tilia Fiduciary Partners sold out of iShares US Medical Devices ETF (IHI) in Q2 2022, closing a stake of 20 shares — an estimated $1K sold.

Tilia Fiduciary Partners first reported a position in IHI in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 593 funds tracked by Wall St. Rank hold IHI as of Q2 2022.

  • Tilia Fiduciary Partners reported no remaining iShares US Medical Devices ETF position as of Q2 2022 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 20 iShares US Medical Devices ETF shares in Q2 2022, an estimated $1K.
  • Tilia Fiduciary Partners first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 2 quarters.
  • Tilia Fiduciary Partners's iShares US Medical Devices ETF position peaked at $1K in Q1 2022.
  • 593 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2022.

Based on Tilia Fiduciary Partners's 13F filing for Q2 2022, filed 1 Aug 2022.