WealthSource Partners’s iShares US Medical Devices ETF IHI Stock Holding History

WealthSource Partners’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 Q4	$246K	Sell	4,560 -3,383	-43%	-$165K	0.02%	447
2023 Q3	$385K	Sell	7,943 -1,266	-14%	-$67.3K	0.03%	362
2023 Q2	$520K	Sell	9,209 -26	-0.3%	-$1.43K	0.03%	308
2023 Q1	$499K	Sell	9,235 -31	-0.3%	-$1.65K	0.03%	303
2022 Q4	$487K	Sell	9,266 -4,760	-34%	-$242K	0.03%	309
2022 Q3	$662K	Sell	14,026 -32,863	-70%	-$1.71M	0.05%	248
2022 Q2	$2.37M	Sell	46,889 -16,202	-26%	-$883K	0.17%	100
2022 Q1	$3.85M	Sell	63,091 -7,964	-11%	-$475K	0.26%	69
2021 Q4	$4.68M	Sell	71,055 -22,422	-24%	-$1.44M	0.37%	42
2021 Q3	$5.87M	Sell	93,477 -18,621	-17%	-$1.19M	0.51%	28
2021 Q2	$6.75M	Sell	112,098 -84,078	-43%	-$4.86M	0.6%	25
2021 Q1	$10.8M	Sell	196,176 -75,696	-28%	-$4.2M	1.08%	15
2020 Q4	$14.8M	Sell	271,872 -2,910	-1%	-$152K	1.73%	16
2020 Q3	$13.7M	Buy	274,782 +360	+0.1%	+$17.4K	1.83%	15
2020 Q2	$12.1M	Buy	274,422 +268,842	+4,818%	+$11.5M	1.74%	16
2020 Q1	$210K	Sell	5,580 -102	-2%	-$4.29K	0.03%	301
2019 Q4	$250K	Buy	5,682 +102	+2%	+$4.29K	0.03%	346
2019 Q3	$230K	Sell	5,580 -8,118	-59%	-$332K	0.03%	374
2019 Q2	$550K	Buy	13,698 +7,464	+120%	+$283K	0.09%	220
2019 Q1	$241K	Buy	+6,234	New	+$226K	0.05%	300
2018 Q1	–	Sell	-32,046	Closed	-$927K	–	307
2017 Q4	$927K	Buy	+32,046	New	+$924K	0.29%	82

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

HIIFS

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

WealthSource Partners's IHI Position: Q4 2023 in Review

WealthSource Partners reduced its iShares US Medical Devices ETF (IHI) stake by 43% in Q4 2023, selling an estimated $165K and leaving 4,560 shares worth $246K. The position accounts for 0.02% of the portfolio, ranked #447.

WealthSource Partners first reported a position in IHI in Q4 2017 and has held it in 21 quarters since. The position peaked at $14.8M in Q4 2020. 576 funds tracked by Wall St. Rank hold IHI as of Q4 2023.

WealthSource Partners held 4,560 shares of iShares US Medical Devices ETF worth $246K as of Q4 2023.
WealthSource Partners sold 3,383 iShares US Medical Devices ETF shares in Q4 2023, an estimated $165K.
iShares US Medical Devices ETF made up 0.02% of WealthSource Partners's portfolio in Q4 2023, its #447 holding.
WealthSource Partners first reported a position in iShares US Medical Devices ETF in Q4 2017 and has held it in 21 quarters since.
WealthSource Partners's iShares US Medical Devices ETF position peaked at $14.8M in Q4 2020.
576 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.