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 $1.89T 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

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

Visionary Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q3 2023, closing a stake of 3,834 shares — an estimated $216K sold.

Visionary Wealth Advisors first reported a position in IHI in Q1 2021 and held it in 10 quarters. The position peaked at $3.84M in Q3 2021. 544 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

Visionary Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q3 2023 after selling out during the quarter.
Visionary Wealth Advisors sold 3,834 iShares US Medical Devices ETF shares in Q3 2023, an estimated $216K.
Visionary Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q1 2021 and held it in 10 quarters.
Visionary Wealth Advisors's iShares US Medical Devices ETF position peaked at $3.84M in Q3 2021.
544 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

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