Wagner Wealth Management (South Carolina)’s iShares US Medical Devices ETF IHI Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q4	–	Sell	-108	Closed	-$5K	–	473
2022 Q3	$5K	Hold	108	–	–	﹤0.01%	523
2022 Q2	$5K	Sell	108 -108	-50%	-$5.89K	﹤0.01%	524
2022 Q1	$14K	Buy	216 +108	+100%	+$6.44K	0.01%	178
2021 Q4	$7K	Hold	108	–	–	0.01%	532
2021 Q3	$7K	Buy	+108	New	+$6.89K	0.01%	504

Other funds holding IHI

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

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

MIH

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s IHI Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of iShares US Medical Devices ETF (IHI) in Q4 2022, closing a stake of 108 shares — an estimated $5K sold.

Wagner Wealth Management (South Carolina) first reported a position in IHI in Q3 2021 and held it in 5 quarters. The position peaked at $14K in Q1 2022. 577 funds tracked by Wall St. Rank hold IHI as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining iShares US Medical Devices ETF position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 108 iShares US Medical Devices ETF shares in Q4 2022, an estimated $5K.
Wagner Wealth Management (South Carolina) first reported a position in iShares US Medical Devices ETF in Q3 2021 and held it in 5 quarters.
Wagner Wealth Management (South Carolina)'s iShares US Medical Devices ETF position peaked at $14K in Q1 2022.
577 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.