TrustCore Financial Services’s iShares US Medical Devices ETF IHI Stock Holding History

TrustCore Financial Services’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 Q4	$41K	Buy	780 +240	+44%	+$12.2K	﹤0.01%	491
2022 Q3	$25K	Hold	540	–	–	﹤0.01%	575
2022 Q2	$27K	Hold	540	–	–	﹤0.01%	574
2022 Q1	$33K	Buy	+540	New	+$32.2K	﹤0.01%	558
2021 Q1	–	Sell	-18	Closed	-$1K	–	955
2020 Q4	$1K	Buy	+18	New	+$941	﹤0.01%	870
2020 Q3	–	Sell	-96	Closed	-$4K	–	880
2020 Q2	$4K	Hold	96	–	–	﹤0.01%	737
2020 Q1	$4K	Hold	96	–	–	﹤0.01%	713
2019 Q4	$4K	Hold	96	–	–	﹤0.01%	757
2019 Q3	$4K	Hold	96	–	–	﹤0.01%	783
2019 Q2	$4K	Hold	96	–	–	﹤0.01%	772
2019 Q1	$4K	Buy	+96	New	+$3.48K	﹤0.01%	694

Other funds holding IHI

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

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

TrustCore Financial Services's IHI Position: Q4 2022 in Review

TrustCore Financial Services increased its iShares US Medical Devices ETF (IHI) stake by 44% in Q4 2022, buying an estimated $12.2K and bringing the position to 780 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

TrustCore Financial Services first reported a position in IHI in Q1 2019 and has held it in 11 quarters since. 577 funds tracked by Wall St. Rank hold IHI as of Q4 2022.

TrustCore Financial Services held 780 shares of iShares US Medical Devices ETF worth $41K as of Q4 2022.
TrustCore Financial Services bought 240 iShares US Medical Devices ETF shares in Q4 2022, an estimated $12.2K.
iShares US Medical Devices ETF made up ﹤0.01% of TrustCore Financial Services's portfolio in Q4 2022, its #491 holding.
TrustCore Financial Services first reported a position in iShares US Medical Devices ETF in Q1 2019 and has held it in 11 quarters since.
577 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2022.

Based on TrustCore Financial Services's 13F filing for Q4 2022, filed 13 Feb 2023.