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Advisor OS’s iShares US Medical Devices ETF IHI Stock Holding History

Advisor OS’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
Q1 		– Sell
-7,245
Closed -$477K – 221
2021
Q4 		$477K Sell
7,245
-57,489
-89% -$3.68M 0.1% 173
2021
Q3 		$4.06M Buy
+64,734
New +$4.13M 0.88% 22

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Advisor OS's IHI Position: Q1 2022 in Review

Advisor OS sold out of iShares US Medical Devices ETF (IHI) in Q1 2022, closing a stake of 7,245 shares — an estimated $477K sold.

Advisor OS first reported a position in IHI in Q3 2021 and held it in 2 quarters. The position peaked at $4.06M in Q3 2021. 631 funds tracked by Wall St. Rank hold IHI as of Q1 2022.

  • Advisor OS reported no remaining iShares US Medical Devices ETF position as of Q1 2022 after selling out during the quarter.
  • Advisor OS sold 7,245 iShares US Medical Devices ETF shares in Q1 2022, an estimated $477K.
  • Advisor OS first reported a position in iShares US Medical Devices ETF in Q3 2021 and held it in 2 quarters.
  • Advisor OS's iShares US Medical Devices ETF position peaked at $4.06M in Q3 2021.
  • 631 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2022.

Based on Advisor OS's 13F filing for Q1 2022, filed 11 May 2022.