Townsend Asset Management’s iShares US Medical Devices ETF IHI Stock Holding History

Townsend Asset 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 Q1	–	Sell	-150	Closed	-$7.89K	–	207
2022 Q4	$7.89K	Hold	150	–	–	﹤0.01%	182
2022 Q3	$7K	Hold	150	–	–	﹤0.01%	180
2022 Q2	$8K	Hold	150	–	–	﹤0.01%	196
2022 Q1	$9K	Hold	150	–	–	﹤0.01%	192
2021 Q4	$10K	Hold	150	–	–	﹤0.01%	194
2021 Q3	$9K	Hold	150	–	–	﹤0.01%	188
2021 Q2	$9K	Hold	150	–	–	0.01%	183
2021 Q1	$8K	Buy	+150	New	+$8.32K	0.01%	170

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 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

Townsend Asset Management's IHI Position: Q1 2023 in Review

Townsend Asset Management sold out of iShares US Medical Devices ETF (IHI) in Q1 2023, closing a stake of 150 shares — an estimated $7.89K sold.

Townsend Asset Management first reported a position in IHI in Q1 2021 and held it in 8 quarters. The position peaked at $10K in Q4 2021. 557 funds tracked by Wall St. Rank hold IHI as of Q1 2023.

Townsend Asset Management reported no remaining iShares US Medical Devices ETF position as of Q1 2023 after selling out during the quarter.
Townsend Asset Management sold 150 iShares US Medical Devices ETF shares in Q1 2023, an estimated $7.89K.
Townsend Asset Management first reported a position in iShares US Medical Devices ETF in Q1 2021 and held it in 8 quarters.
Townsend Asset Management's iShares US Medical Devices ETF position peaked at $10K in Q4 2021.
557 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2023.

Based on Townsend Asset Management's 13F filing for Q1 2023, filed 28 Apr 2023.