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WESPAC Advisors SoCal’s iShares US Medical Devices ETF IHI Stock Holding History

WESPAC Advisors SoCal’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 		– Sell
-156,920
Closed -$7.61M – 99
2023
Q3 		$7.61M Buy
156,920
+1,019
+0.7% +$54.2K 2.57% 12
2023
Q2 		$8.8M Buy
+155,901
New +$8.59M 3.01% 9
2022
Q1 		– Sell
-8,863
Closed -$527K – 83
2021
Q4 		$527K Buy
8,863
+1,132
+15% +$72.5K 0.16% 65
2021
Q3 		$481K Buy
7,731
+291
+4% +$18.6K 0.16% 69
2021
Q2 		$448K Buy
7,440
+510
+7% +$29.5K 0.15% 70
2021
Q1 		$382K Buy
6,930
+1,002
+17% +$55.6K 0.15% 62
2020
Q4 		$323K Sell
5,928
-4,260
-42% -$223K 0.13% 66
2020
Q3 		$529K Buy
10,188
+858
+9% +$41.5K 0.25% 48
2020
Q2 		$419K Buy
9,330
+2,010
+27% +$85.9K 0.19% 57
2020
Q1 		$318K Sell
7,320
-2,130
-23% -$89.7K 0.18% 56
2019
Q4 		$416K Buy
9,450
+210
+2% +$8.83K 0.2% 61
2019
Q3 		$381K Buy
9,240
+1,170
+14% +$47.9K 0.19% 61
2019
Q2 		$323K Buy
8,070
+420
+5% +$15.9K 0.17% 63
2019
Q1 		$295K Buy
+7,650
New +$278K 0.16% 66
2018
Q4 		– Hold
0
– – – 79
2018
Q3 		– Hold
0
– – – 95
2018
Q2 		– Sell
-3,600
Closed -$111K – 163
2018
Q1 		$111K Sell
3,600
-150
-4% -$4.62K 0.06% 91
2017
Q4 		$108K Sell
3,750
-4,350
-54% -$125K 0.06% 96
2017
Q3 		$225K Hold
8,100
– – 0.13% 78
2017
Q2 		$224K Sell
8,100
-750
-8% -$19.9K 0.14% 79
2017
Q1 		$223K Sell
8,850
-3,060
-26% -$74.2K 0.14% 78
2016
Q4 		$264K Sell
11,910
-7,140
-37% -$162K 0.17% 74
2016
Q3 		$462K Hold
19,050
– – 0.31% 52
2016
Q2 		$430K Buy
19,050
+150
+0.8% +$3.25K 0.28% 57
2016
Q1 		$386K Buy
+18,900
New +$367K 0.28% 59

Other funds holding IHI

Morgan Stanley
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
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
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

WESPAC Advisors SoCal's IHI Position: Q4 2023 in Review

WESPAC Advisors SoCal sold out of iShares US Medical Devices ETF (IHI) in Q4 2023, closing a stake of 156,920 shares — an estimated $7.61M sold.

WESPAC Advisors SoCal first reported a position in IHI in Q1 2016 and held it in 23 quarters. The position peaked at $8.8M in Q2 2023. 576 funds tracked by Wall St. Rank hold IHI as of Q4 2023.

  • WESPAC Advisors SoCal reported no remaining iShares US Medical Devices ETF position as of Q4 2023 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 156,920 iShares US Medical Devices ETF shares in Q4 2023, an estimated $7.61M.
  • WESPAC Advisors SoCal first reported a position in iShares US Medical Devices ETF in Q1 2016 and held it in 23 quarters.
  • WESPAC Advisors SoCal's iShares US Medical Devices ETF position peaked at $8.8M in Q2 2023.
  • 576 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2023.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2023, filed 25 Jan 2024.