Atlas Private Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Atlas Private Wealth 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
2021 Q2	–	Sell	-1,032	Closed	-$57K	–	230
2021 Q1	$57K	Hold	1,032	–	–	0.04%	175
2020 Q4	$56K	Hold	1,032	–	–	0.04%	179
2020 Q3	$52K	Hold	1,032	–	–	0.04%	183
2020 Q2	$46K	Sell	1,032 -318	-24%	-$13.6K	0.04%	200
2020 Q1	$51K	Hold	1,350	–	–	0.05%	180
2019 Q4	$59K	Buy	+1,350	New	+$56.7K	0.05%	195

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atlas Private Wealth Management's IHI Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q2 2021, closing a stake of 1,032 shares — an estimated $57K sold.

Atlas Private Wealth Management first reported a position in IHI in Q4 2019 and held it in 6 quarters. The position peaked at $59K in Q4 2019. 559 funds tracked by Wall St. Rank hold IHI as of Q2 2021.

Atlas Private Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 1,032 iShares US Medical Devices ETF shares in Q2 2021, an estimated $57K.
Atlas Private Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's iShares US Medical Devices ETF position peaked at $59K in Q4 2019.
559 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.