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Atwood & Palmer’s iShares US Medical Devices ETF IHI Stock Holding History

Atwood & Palmer’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
Q3 		– Sell
-48
Closed -$3K – 434
2021
Q2 		$3K Hold
48
– – ﹤0.01% 390
2021
Q1 		$3K Sell
48
-234
-83% -$13K ﹤0.01% 412
2020
Q4 		$15K Buy
+282
New +$14.7K ﹤0.01% 295

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atwood & Palmer's IHI Position: Q3 2021 in Review

Atwood & Palmer sold out of iShares US Medical Devices ETF (IHI) in Q3 2021, closing a stake of 48 shares — an estimated $3K sold.

Atwood & Palmer first reported a position in IHI in Q4 2020 and held it in 3 quarters. The position peaked at $15K in Q4 2020. 574 funds tracked by Wall St. Rank hold IHI as of Q3 2021.

  • Atwood & Palmer reported no remaining iShares US Medical Devices ETF position as of Q3 2021 after selling out during the quarter.
  • Atwood & Palmer sold 48 iShares US Medical Devices ETF shares in Q3 2021, an estimated $3K.
  • Atwood & Palmer first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 3 quarters.
  • Atwood & Palmer's iShares US Medical Devices ETF position peaked at $15K in Q4 2020.
  • 574 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2021.

Based on Atwood & Palmer's 13F filing for Q3 2021, filed 19 Oct 2021.