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W Advisors LLC’s iShares US Medical Devices ETF IHI Stock Holding History

W Advisors LLC’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
Q2 		– Sell
-10,796
Closed -$658K – 112
2022
Q1 		$658K Sell
10,796
-806
-7% -$48K 0.5% 52
2021
Q4 		$764K Buy
+11,602
New +$743K 0.57% 39

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

W Advisors LLC's IHI Position: Q2 2022 in Review

W Advisors LLC sold out of iShares US Medical Devices ETF (IHI) in Q2 2022, closing a stake of 10,796 shares — an estimated $658K sold.

W Advisors LLC first reported a position in IHI in Q4 2021 and held it in 2 quarters. The position peaked at $764K in Q4 2021. 592 funds tracked by Wall St. Rank hold IHI as of Q2 2022.

  • W Advisors LLC reported no remaining iShares US Medical Devices ETF position as of Q2 2022 after selling out during the quarter.
  • W Advisors LLC sold 10,796 iShares US Medical Devices ETF shares in Q2 2022, an estimated $658K.
  • W Advisors LLC first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 2 quarters.
  • W Advisors LLC's iShares US Medical Devices ETF position peaked at $764K in Q4 2021.
  • 592 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2022.

Based on W Advisors LLC's 13F filing for Q2 2022, filed 26 Aug 2022.