Bison Wealth’s iShares US Medical Devices ETF IHI Stock Holding History

Bison Wealth’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 Q4	–	Sell	-510	Closed	-$32K	–	403
2021 Q3	$32K	Hold	510	–	–	0.01%	345
2021 Q2	$31K	Hold	510	–	–	0.01%	337
2021 Q1	$28K	Hold	510	–	–	0.01%	348
2020 Q4	$28K	Buy	510 +372	+270%	+$19.4K	0.01%	316
2020 Q3	$7K	Buy	+138	New	+$6.68K	﹤0.01%	330
2020 Q2	–	Sell	-102	Closed	-$4K	–	366
2020 Q1	$4K	Hold	102	–	–	﹤0.01%	311
2019 Q4	$4K	Buy	+102	New	+$4.29K	﹤0.01%	375

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Bison Wealth's IHI Position: Q4 2021 in Review

Bison Wealth sold out of iShares US Medical Devices ETF (IHI) in Q4 2021, closing a stake of 510 shares — an estimated $32K sold.

Bison Wealth first reported a position in IHI in Q4 2019 and held it in 7 quarters. The position peaked at $32K in Q3 2021. 662 funds tracked by Wall St. Rank hold IHI as of Q4 2021.

Bison Wealth reported no remaining iShares US Medical Devices ETF position as of Q4 2021 after selling out during the quarter.
Bison Wealth sold 510 iShares US Medical Devices ETF shares in Q4 2021, an estimated $32K.
Bison Wealth first reported a position in iShares US Medical Devices ETF in Q4 2019 and held it in 7 quarters.
Bison Wealth's iShares US Medical Devices ETF position peaked at $32K in Q3 2021.
662 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2021.

Based on Bison Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.