Worth Asset Management’s iShares US Medical Devices ETF IHI Stock Holding History

Worth Asset Management’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	-2,884	Closed	-$163K	–	237
2023 Q2	$163K	Hold	2,884	–	–	0.12%	94
2023 Q1	$156K	Hold	2,884	–	–	0.12%	100
2022 Q4	$152K	Hold	2,884	–	–	0.11%	89
2022 Q3	$136K	Hold	2,884	–	–	0.1%	76
2022 Q2	$146K	Buy	2,884 +2,834	+5,668%	+$154K	0.1%	96
2022 Q1	$3K	Buy	+50	New	+$2.98K	﹤0.01%	443

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 22.96% 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

Worth Asset Management's IHI Position: Q3 2023 in Review

Worth Asset Management sold out of iShares US Medical Devices ETF (IHI) in Q3 2023, closing a stake of 2,884 shares — an estimated $163K sold.

Worth Asset Management first reported a position in IHI in Q1 2022 and held it in 6 quarters. The position peaked at $163K in Q2 2023. 544 funds tracked by Wall St. Rank hold IHI as of Q3 2023.

Worth Asset Management reported no remaining iShares US Medical Devices ETF position as of Q3 2023 after selling out during the quarter.
Worth Asset Management sold 2,884 iShares US Medical Devices ETF shares in Q3 2023, an estimated $163K.
Worth Asset Management first reported a position in iShares US Medical Devices ETF in Q1 2022 and held it in 6 quarters.
Worth Asset Management's iShares US Medical Devices ETF position peaked at $163K in Q2 2023.
544 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2023.

Based on Worth Asset Management's 13F filing for Q3 2023, filed 11 Oct 2023.