WBH Advisory’s iShares US Medical Devices ETF IHI Stock Holding History

WBH Advisory’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	-3,606	Closed	-$204K	–	296
2023 Q2	$204K	Buy	+3,606	New	+$199K	0.02%	293
2022 Q3	–	Sell	-4,756	Closed	-$244K	–	296
2022 Q2	$244K	Sell	4,756 -5,673	-54%	-$309K	0.03%	277
2022 Q1	$588K	Sell	10,429 -2,015	-16%	-$120K	0.07%	200
2021 Q4	$819K	Sell	12,444 -7,804	-39%	-$500K	0.09%	170
2021 Q3	$1.27M	Buy	+20,248	New	+$1.29M	0.17%	120

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

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 22.9% 1-Year Est. Return

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

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

WBH Advisory's IHI Position: Q3 2023 in Review

WBH Advisory sold out of iShares US Medical Devices ETF (IHI) in Q3 2023, closing a stake of 3,606 shares — an estimated $204K sold.

WBH Advisory first reported a position in IHI in Q3 2021 and held it in 5 quarters. The position peaked at $1.27M in Q3 2021. 545 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

WBH Advisory reported no remaining iShares US Medical Devices ETF position as of Q3 2023 after selling out during the quarter.
WBH Advisory sold 3,606 iShares US Medical Devices ETF shares in Q3 2023, an estimated $204K.
WBH Advisory first reported a position in iShares US Medical Devices ETF in Q3 2021 and held it in 5 quarters.
WBH Advisory's iShares US Medical Devices ETF position peaked at $1.27M in Q3 2021.
545 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

Based on WBH Advisory's 13F filing for Q3 2023, filed 10 Oct 2023.