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Evanson Asset Management’s iShares US Medical Devices ETF IHI Stock Holding History

Evanson Asset 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
-604
Closed -$220K – 290
2021
Q3 		$220K Buy
+604
New +$38.5K 0.02% 259

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
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

Evanson Asset Management's IHI Position: Q4 2021 in Review

Evanson Asset Management sold out of iShares US Medical Devices ETF (IHI) in Q4 2021, closing a stake of 604 shares — an estimated $220K sold.

Evanson Asset Management first reported a position in IHI in Q3 2021 and held it in 1 quarter. The position peaked at $220K in Q3 2021. 662 funds tracked by Wall St. Rank hold IHI as of Q4 2021.

  • Evanson Asset Management reported no remaining iShares US Medical Devices ETF position as of Q4 2021 after selling out during the quarter.
  • Evanson Asset Management sold 604 iShares US Medical Devices ETF shares in Q4 2021, an estimated $220K.
  • Evanson Asset Management first reported a position in iShares US Medical Devices ETF in Q3 2021 and held it in 1 quarter.
  • Evanson Asset Management's iShares US Medical Devices ETF position peaked at $220K in Q3 2021.
  • 662 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2021.

Based on Evanson Asset Management's 13F filing for Q4 2021, filed 19 Jan 2022.