Total Clarity Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Total Clarity Wealth Management’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	-4,630	Closed	-$261K	–	227
2023 Q2	$261K	Buy	4,630 +378	+9%	+$20.8K	0.13%	174
2023 Q1	$230K	Buy	4,252 +83	+2%	+$4.42K	0.12%	156
2022 Q4	$219K	Sell	4,169 -756	-15%	-$38.4K	0.11%	208
2022 Q3	$232K	Sell	4,925 -126	-2%	-$6.54K	0.15%	186
2022 Q2	$255K	Sell	5,051 -909	-15%	-$49.5K	0.13%	165
2022 Q1	$363K	Sell	5,960 -5,861	-50%	-$349K	0.2%	137
2021 Q4	$778K	Sell	11,821 -172	-1%	-$11K	0.35%	73
2021 Q3	$753K	Buy	11,993 +899	+8%	+$57.4K	0.36%	71
2021 Q2	$668K	Buy	11,094 +1,716	+18%	+$99.2K	0.37%	79
2021 Q1	$516K	Buy	9,378 +384	+4%	+$21.3K	0.3%	84
2020 Q4	$491K	Sell	8,994 -78	-0.9%	-$4.08K	0.34%	80
2020 Q3	$453K	Sell	9,072 -1,008	-10%	-$48.8K	0.4%	77
2020 Q2	$445K	Buy	10,080 +240	+2%	+$10.3K	0.41%	66
2020 Q1	$370K	Buy	9,840 +1,050	+12%	+$44.2K	0.57%	57
2019 Q4	$387K	Buy	+8,790	New	+$369K	0.29%	75

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

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 22.9% 1-Year Est. Return

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

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

Total Clarity Wealth Management's IHI Position: Q3 2023 in Review

Total Clarity Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q3 2023, closing a stake of 4,630 shares — an estimated $261K sold.

Total Clarity Wealth Management first reported a position in IHI in Q4 2019 and held it in 15 quarters. The position peaked at $778K in Q4 2021. 544 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

Total Clarity Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q3 2023 after selling out during the quarter.
Total Clarity Wealth Management sold 4,630 iShares US Medical Devices ETF shares in Q3 2023, an estimated $261K.
Total Clarity Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2019 and held it in 15 quarters.
Total Clarity Wealth Management's iShares US Medical Devices ETF position peaked at $778K in Q4 2021.
544 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

Based on Total Clarity Wealth Management's 13F filing for Q3 2023, filed 25 Oct 2023.