WealthOne’s iShares US Medical Devices ETF IHI Stock Holding History

WealthOne’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	-4,384	Closed	-$230K	–	112
2022 Q4	$230K	Buy	+4,384	New	+$222K	0.09%	105
2022 Q3	–	Sell	-5,197	Closed	-$262K	–	112
2022 Q2	$262K	Buy	+5,197	New	+$283K	0.11%	94
2021 Q1	–	Sell	-10,578	Closed	-$577K	–	124
2020 Q4	$577K	Buy	+10,578	New	+$553K	0.28%	48
2019 Q2	–	Sell	-8,562	Closed	-$330K	–	101
2019 Q1	$330K	Sell	8,562 -14,346	-63%	-$521K	0.37%	50
2018 Q4	$763K	Buy	+22,908	New	+$793K	0.67%	24

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 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

MIH

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 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 22.96% 1-Year Est. Return

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

WealthOne's IHI Position: Q1 2023 in Review

WealthOne sold out of iShares US Medical Devices ETF (IHI) in Q1 2023, closing a stake of 4,384 shares — an estimated $230K sold.

WealthOne first reported a position in IHI in Q4 2018 and held it in 5 quarters. The position peaked at $763K in Q4 2018. 557 funds tracked by Wall St. Rank hold IHI as of Q1 2023.

WealthOne reported no remaining iShares US Medical Devices ETF position as of Q1 2023 after selling out during the quarter.
WealthOne sold 4,384 iShares US Medical Devices ETF shares in Q1 2023, an estimated $230K.
WealthOne first reported a position in iShares US Medical Devices ETF in Q4 2018 and held it in 5 quarters.
WealthOne's iShares US Medical Devices ETF position peaked at $763K in Q4 2018.
557 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2023.

Based on WealthOne's 13F filing for Q1 2023, filed 20 Apr 2023.