Westwind Capital’s iShares US Medical Devices ETF IHI Stock Holding History

Westwind 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	-19,436	Closed	-$1.1M	–	41
2023 Q2	$1.1M	Buy	19,436 +263	+1%	+$14.5K	0.31%	26
2023 Q1	$1.03M	Buy	19,173 +767	+4%	+$40.8K	0.33%	25
2022 Q4	$968K	Sell	18,406 -601	-3%	-$30.5K	0.33%	25
2022 Q3	$897K	Sell	19,007 -12,317	-39%	-$639K	0.31%	27
2022 Q2	$1.58M	Buy	31,324 +302	+1%	+$16.5K	0.52%	23
2022 Q1	$1.89M	Sell	31,022 -974	-3%	-$58.1K	0.51%	21
2021 Q4	$2.11M	Sell	31,996 -2,031	-6%	-$130K	0.52%	22
2021 Q3	$2.14M	Buy	34,027 +715	+2%	+$45.6K	0.57%	21
2021 Q2	$2M	Buy	33,312 +222	+0.7%	+$12.8K	0.48%	23
2021 Q1	$1.82M	Buy	33,090 +14,172	+75%	+$786K	0.53%	21
2020 Q4	$1.03M	Sell	18,918 -168	-0.9%	-$8.78K	0.3%	22
2020 Q3	$953K	Sell	19,086 -492	-3%	-$23.8K	0.32%	22
2020 Q2	$864K	Buy	19,578 +768	+4%	+$32.8K	0.33%	22
2020 Q1	$706K	Buy	18,810 +726	+4%	+$30.6K	0.36%	21
2019 Q4	$797K	Buy	+18,084	New	+$760K	0.39%	20

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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 22.9% 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

Westwind Capital's IHI Position: Q3 2023 in Review

Westwind Capital sold out of iShares US Medical Devices ETF (IHI) in Q3 2023, closing a stake of 19,436 shares — an estimated $1.1M sold.

Westwind Capital first reported a position in IHI in Q4 2019 and held it in 15 quarters. The position peaked at $2.14M in Q3 2021. 544 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

Westwind Capital reported no remaining iShares US Medical Devices ETF position as of Q3 2023 after selling out during the quarter.
Westwind Capital sold 19,436 iShares US Medical Devices ETF shares in Q3 2023, an estimated $1.1M.
Westwind Capital first reported a position in iShares US Medical Devices ETF in Q4 2019 and held it in 15 quarters.
Westwind Capital's iShares US Medical Devices ETF position peaked at $2.14M in Q3 2021.
544 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

Based on Westwind Capital's 13F filing for Q3 2023, filed 11 Oct 2023.