WBI Investments’s iShares US Medical Devices ETF IHI Stock Holding History

WBI Investments’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 Q1	–	Sell	-4,356	Closed	-$229K	–	205
2022 Q4	$229K	Sell	4,356 -778	-15%	-$39.5K	0.05%	150
2022 Q3	$235K	Sell	5,134 -1,043	-17%	-$54.1K	0.07%	100
2022 Q2	$304K	Buy	+6,177	New	+$337K	0.07%	103

Other funds holding IHI

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

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

MIH

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

WBI Investments's IHI Position: Q1 2023 in Review

WBI Investments sold out of iShares US Medical Devices ETF (IHI) in Q1 2023, closing a stake of 4,356 shares — an estimated $229K sold.

WBI Investments first reported a position in IHI in Q2 2022 and held it in 3 quarters. The position peaked at $304K in Q2 2022. 557 funds tracked by Wall St. Rank hold IHI as of Q1 2023.

WBI Investments reported no remaining iShares US Medical Devices ETF position as of Q1 2023 after selling out during the quarter.
WBI Investments sold 4,356 iShares US Medical Devices ETF shares in Q1 2023, an estimated $229K.
WBI Investments first reported a position in iShares US Medical Devices ETF in Q2 2022 and held it in 3 quarters.
WBI Investments's iShares US Medical Devices ETF position peaked at $304K in Q2 2022.
557 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2023.

Based on WBI Investments's 13F filing for Q1 2023, filed 15 May 2023.