V Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

V Wealth 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 Q3	–	Sell	-9,336	Closed	-$527K	–	226
2023 Q2	$527K	Buy	9,336 +122	+1%	+$6.72K	0.09%	196
2023 Q1	$497K	Sell	9,214 -590	-6%	-$31.4K	0.09%	196
2022 Q4	$515K	Sell	9,804 -155	-2%	-$7.87K	0.11%	187
2022 Q3	$470K	Sell	9,959 -6	-0.1%	-$311	0.09%	208
2022 Q2	$503K	Buy	9,965 +577	+6%	+$31.4K	0.09%	218
2022 Q1	$572K	Sell	9,388 -726	-7%	-$43.3K	0.09%	218
2021 Q4	$666K	Sell	10,114 -120	-1%	-$7.68K	0.1%	203
2021 Q3	$642K	Buy	10,234 +1,588	+18%	+$101K	0.1%	214
2021 Q2	$519K	Sell	8,646 -1,920	-18%	-$111K	0.08%	268
2021 Q1	$582K	Sell	10,566 -432	-4%	-$24K	0.11%	220
2020 Q4	$600K	Buy	10,998 +4,584	+71%	+$240K	0.12%	183
2020 Q3	$320K	Sell	6,414 -4,938	-43%	-$239K	0.22%	121
2020 Q2	$501K	Buy	11,352 +186	+2%	+$7.95K	0.13%	184
2020 Q1	$420K	Buy	11,166 +3,114	+39%	+$131K	0.13%	174
2019 Q4	$332K	Hold	8,052	–	–	0.12%	189
2019 Q3	$332K	Buy	+8,052	New	+$330K	0.12%	189

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

MIH

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 22.96% 1-Year Est. Return

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

HIIFS

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

V Wealth Advisors's IHI Position: Q3 2023 in Review

V Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q3 2023, closing a stake of 9,336 shares — an estimated $527K sold.

V Wealth Advisors first reported a position in IHI in Q3 2019 and held it in 16 quarters. The position peaked at $666K in Q4 2021. 544 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

V Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 9,336 iShares US Medical Devices ETF shares in Q3 2023, an estimated $527K.
V Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q3 2019 and held it in 16 quarters.
V Wealth Advisors's iShares US Medical Devices ETF position peaked at $666K in Q4 2021.
544 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.