Cooper Financial Group’s iShares US Medical Devices ETF IHI Stock Holding History

Cooper Financial Group’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	-3,194	Closed	-$210K	–	260
2021 Q4	$210K	Sell	3,194 -1,233	-28%	-$78.9K	0.08%	219
2021 Q3	$278K	Sell	4,427 -427	-9%	-$27.2K	0.06%	199
2021 Q2	$292K	Sell	4,854 -66,870	-93%	-$3.87M	0.06%	193
2021 Q1	$3.95M	Sell	71,724 -45,888	-39%	-$2.54M	0.89%	24
2020 Q4	$6.42M	Buy	117,612 +16,224	+16%	+$848K	1.31%	18
2020 Q3	$5.06M	Buy	101,388 +2,946	+3%	+$143K	1.46%	19
2020 Q2	$4.34M	Buy	+98,442	New	+$4.21M	1.41%	19

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

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

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

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

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

Cooper Financial Group's IHI Position: Q1 2022 in Review

Cooper Financial Group sold out of iShares US Medical Devices ETF (IHI) in Q1 2022, closing a stake of 3,194 shares — an estimated $210K sold.

Cooper Financial Group first reported a position in IHI in Q2 2020 and held it in 7 quarters. The position peaked at $6.42M in Q4 2020. 631 funds tracked by Wall St. Rank hold IHI as of Q1 2022.

Cooper Financial Group reported no remaining iShares US Medical Devices ETF position as of Q1 2022 after selling out during the quarter.
Cooper Financial Group sold 3,194 iShares US Medical Devices ETF shares in Q1 2022, an estimated $210K.
Cooper Financial Group first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 7 quarters.
Cooper Financial Group's iShares US Medical Devices ETF position peaked at $6.42M in Q4 2020.
631 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2022.

Based on Cooper Financial Group's 13F filing for Q1 2022, filed 12 Apr 2022.