Wealth Alliance’s iShares US Medical Devices ETF IHI Stock Holding History

Wealth Alliance’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 Q3	–	Sell	-4,380	Closed	-$221K	–	469
2022 Q2	$221K	Buy	+4,380	New	+$239K	0.04%	404
2022 Q1	–	Sell	-4,733	Closed	-$312K	–	461
2021 Q4	$312K	Buy	4,733 +1,357	+40%	+$86.9K	0.06%	319
2021 Q3	$212K	Buy	+3,376	New	+$215K	0.05%	397
2021 Q2	–	Sell	-8,418	Closed	-$463K	–	425
2021 Q1	$463K	Buy	8,418 +1,818	+28%	+$101K	0.13%	187
2020 Q4	$360K	Buy	+6,600	New	+$345K	0.11%	236

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

Wealth Alliance's IHI Position: Q3 2022 in Review

Wealth Alliance sold out of iShares US Medical Devices ETF (IHI) in Q3 2022, closing a stake of 4,380 shares — an estimated $221K sold.

Wealth Alliance first reported a position in IHI in Q4 2020 and held it in 5 quarters. The position peaked at $463K in Q1 2021. 556 funds tracked by Wall St. Rank hold IHI as of Q3 2022.

Wealth Alliance reported no remaining iShares US Medical Devices ETF position as of Q3 2022 after selling out during the quarter.
Wealth Alliance sold 4,380 iShares US Medical Devices ETF shares in Q3 2022, an estimated $221K.
Wealth Alliance first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 5 quarters.
Wealth Alliance's iShares US Medical Devices ETF position peaked at $463K in Q1 2021.
556 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2022.

Based on Wealth Alliance's 13F filing for Q3 2022, filed 14 Nov 2022.