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

True Link 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
2022 Q2	–	Sell	-6,746	Closed	-$411K	–	126
2022 Q1	$411K	Sell	6,746 -23,722	-78%	-$1.41M	0.06%	92
2021 Q4	$2.01M	Sell	30,468 -2,352	-7%	-$151K	0.27%	43
2021 Q3	$2.06M	Sell	32,820 -6,816	-17%	-$435K	0.28%	40
2021 Q2	$2.38M	Sell	39,636 -40,518	-51%	-$2.34M	0.35%	30
2021 Q1	$4.41M	Sell	80,154 -3,648	-4%	-$202K	0.64%	22
2020 Q4	$4.57M	Buy	+83,802	New	+$4.38M	0.72%	20

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

True Link Financial Advisors's IHI Position: Q2 2022 in Review

True Link Financial Advisors sold out of iShares US Medical Devices ETF (IHI) in Q2 2022, closing a stake of 6,746 shares — an estimated $411K sold.

True Link Financial Advisors first reported a position in IHI in Q4 2020 and held it in 6 quarters. The position peaked at $4.57M in Q4 2020. 593 funds tracked by Wall St. Rank hold IHI as of Q2 2022.

True Link Financial Advisors reported no remaining iShares US Medical Devices ETF position as of Q2 2022 after selling out during the quarter.
True Link Financial Advisors sold 6,746 iShares US Medical Devices ETF shares in Q2 2022, an estimated $411K.
True Link Financial Advisors first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 6 quarters.
True Link Financial Advisors's iShares US Medical Devices ETF position peaked at $4.57M in Q4 2020.
593 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2022.

Based on True Link Financial Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.