United Capital Financial Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

United Capital 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
2023 Q1	–	Sell	-3,893	Closed	-$205K	–	1015
2022 Q4	$205K	Buy	+3,893	New	+$198K	﹤0.01%	983
2021 Q1	–	Sell	-4,836	Closed	-$264K	–	1211
2020 Q4	$264K	Buy	+4,836	New	+$253K	﹤0.01%	1040
2019 Q4	–	Sell	-108	Closed	-$4K	–	1400
2019 Q3	$4K	Buy	+108	New	+$4.42K	﹤0.01%	1304
2017 Q3	–	Sell	-207,726	Closed	-$5.77M	–	1327
2017 Q2	$5.77M	Buy	+207,726	New	+$5.5M	0.05%	359
2016 Q4	–	Sell	-1,092,432	Closed	-$26.5M	–	1283
2016 Q3	$26.5M	Buy	+1,092,432	New	+$26M	0.26%	84
2015 Q4	–	Sell	-95,382	Closed	-$1.77M	–	1252
2015 Q3	$1.77M	Buy	95,382 +10,584	+12%	+$213K	0.02%	549
2015 Q2	$1.69M	Buy	84,798 +9,600	+13%	+$192K	0.02%	605
2015 Q1	$1.47M	Buy	75,198 +5,610	+8%	+$110K	0.02%	636
2014 Q4	$1.31M	Buy	+69,588	New	+$1.26M	0.02%	580

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

United Capital Financial Advisors's IHI Position: Q1 2023 in Review

United Capital Financial Advisors sold out of iShares US Medical Devices ETF (IHI) in Q1 2023, closing a stake of 3,893 shares — an estimated $205K sold.

United Capital Financial Advisors first reported a position in IHI in Q4 2014 and held it in 9 quarters. The position peaked at $26.5M in Q3 2016. 557 funds tracked by Wall St. Rank hold IHI as of Q1 2023.

United Capital Financial Advisors reported no remaining iShares US Medical Devices ETF position as of Q1 2023 after selling out during the quarter.
United Capital Financial Advisors sold 3,893 iShares US Medical Devices ETF shares in Q1 2023, an estimated $205K.
United Capital Financial Advisors first reported a position in iShares US Medical Devices ETF in Q4 2014 and held it in 9 quarters.
United Capital Financial Advisors's iShares US Medical Devices ETF position peaked at $26.5M in Q3 2016.
557 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2023.

Based on United Capital Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.