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

Visionary 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	-3,834	Closed	-$216K	–	464
2023 Q2	$216K	Sell	3,834 -623	-14%	-$34.3K	0.02%	422
2023 Q1	$241K	Sell	4,457 -3,239	-42%	-$172K	0.02%	388
2022 Q4	$405K	Sell	7,696 -6,228	-45%	-$316K	0.04%	267
2022 Q3	$657K	Sell	13,924 -1,005	-7%	-$52.1K	0.07%	193
2022 Q2	$753K	Buy	14,929 +1,956	+15%	+$107K	0.07%	197
2022 Q1	$791K	Sell	12,973 -43,229	-77%	-$2.58M	0.06%	198
2021 Q4	$3.7M	Sell	56,202 -5,028	-8%	-$322K	0.3%	84
2021 Q3	$3.84M	Buy	61,230 +2,046	+3%	+$131K	0.4%	65
2021 Q2	$3.56M	Buy	59,184 +7,386	+14%	+$427K	0.36%	73
2021 Q1	$2.85M	Buy	+51,798	New	+$2.87M	0.3%	88

Other funds holding IHI

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

Bank of America

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

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

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

Fisher Asset Management

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

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

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

Envestnet Asset Management

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return