Breiter Capital Management’s iShares US Medical Devices ETF IHI Stock Holding History

Breiter Capital 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 Q4	–	Sell	-12,960	Closed	-$814K	–	138
2021 Q3	$814K	Hold	12,960	–	–	0.47%	61
2021 Q2	$780K	Buy	+12,960	New	+$750K	0.42%	64
2021 Q1	–	Sell	-12,960	Closed	-$707K	–	80
2020 Q4	$707K	Hold	12,960	–	–	0.49%	59
2020 Q3	$647K	Hold	12,960	–	–	0.53%	59
2020 Q2	$572K	Hold	12,960	–	–	0.53%	58
2020 Q1	$487K	Hold	12,960	–	–	0.57%	57
2019 Q4	$571K	Sell	12,960 -336	-3%	-$14.1K	0.62%	51
2019 Q3	$548K	Hold	13,296	–	–	0.72%	44
2019 Q2	$533K	Buy	+13,296	New	+$503K	0.71%	45

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OLVIG

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

Breiter Capital Management's IHI Position: Q4 2021 in Review

Breiter Capital Management sold out of iShares US Medical Devices ETF (IHI) in Q4 2021, closing a stake of 12,960 shares — an estimated $814K sold.

Breiter Capital Management first reported a position in IHI in Q2 2019 and held it in 9 quarters. The position peaked at $814K in Q3 2021. 662 funds tracked by Wall St. Rank hold IHI as of Q4 2021.

Breiter Capital Management reported no remaining iShares US Medical Devices ETF position as of Q4 2021 after selling out during the quarter.
Breiter Capital Management sold 12,960 iShares US Medical Devices ETF shares in Q4 2021, an estimated $814K.
Breiter Capital Management first reported a position in iShares US Medical Devices ETF in Q2 2019 and held it in 9 quarters.
Breiter Capital Management's iShares US Medical Devices ETF position peaked at $814K in Q3 2021.
662 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2021.

Based on Breiter Capital Management's 13F filing for Q4 2021, filed 18 Jan 2022.