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West Financial Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

West Financial Advisors’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
Q2 		– Sell
-410
Closed -$25K – 180
2022
Q1 		$25K Hold
410
– – 0.01% 116
2021
Q4 		$27K Buy
+410
New +$26.2K 0.01% 127

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

West Financial Advisors's IHI Position: Q2 2022 in Review

West Financial Advisors sold out of iShares US Medical Devices ETF (IHI) in Q2 2022, closing a stake of 410 shares — an estimated $25K sold.

West Financial Advisors first reported a position in IHI in Q4 2021 and held it in 2 quarters. The position peaked at $27K in Q4 2021. 592 funds tracked by Wall St. Rank hold IHI as of Q2 2022.

  • West Financial Advisors reported no remaining iShares US Medical Devices ETF position as of Q2 2022 after selling out during the quarter.
  • West Financial Advisors sold 410 iShares US Medical Devices ETF shares in Q2 2022, an estimated $25K.
  • West Financial Advisors first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 2 quarters.
  • West Financial Advisors's iShares US Medical Devices ETF position peaked at $27K in Q4 2021.
  • 592 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2022.

Based on West Financial Advisors's 13F filing for Q2 2022, filed 14 Jul 2022.