Wealth High Governance Capital’s iShares US Medical Devices ETF IHI Stock Holding History

Wealth High Governance Capital’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	-20,000	Closed	-$1.13M	–	29
2023 Q2	$1.13M	Sell	20,000 -100,000	-83%	-$5.51M	0.47%	18
2023 Q1	$6.48M	Buy	+120,000	New	+$6.39M	2.89%	14

Other funds holding IHI

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

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

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

MIH

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Wealth High Governance Capital's IHI Position: Q3 2023 in Review

Wealth High Governance Capital sold out of iShares US Medical Devices ETF (IHI) in Q3 2023, closing a stake of 20,000 shares — an estimated $1.13M sold.

Wealth High Governance Capital first reported a position in IHI in Q1 2023 and held it in 2 quarters. The position peaked at $6.48M in Q1 2023. 544 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

Wealth High Governance Capital reported no remaining iShares US Medical Devices ETF position as of Q3 2023 after selling out during the quarter.
Wealth High Governance Capital sold 20,000 iShares US Medical Devices ETF shares in Q3 2023, an estimated $1.13M.
Wealth High Governance Capital first reported a position in iShares US Medical Devices ETF in Q1 2023 and held it in 2 quarters.
Wealth High Governance Capital's iShares US Medical Devices ETF position peaked at $6.48M in Q1 2023.
544 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

Based on Wealth High Governance Capital's 13F filing for Q3 2023, filed 7 Feb 2025.