FDx Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

FDx Advisors’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 Q1	–	Sell	-14,580	Closed	-$795K	–	786
2020 Q4	$795K	Buy	14,580 +7,764	+114%	+$406K	0.03%	320
2020 Q3	$340K	Buy	+6,816	New	+$330K	0.02%	459
2018 Q4	–	Sell	-5,814	Closed	-$220K	–	666
2018 Q3	$220K	Buy	+5,814	New	+$207K	0.01%	806
2017 Q3	–	Sell	-9,198	Closed	-$255K	–	1277
2017 Q2	$255K	Buy	9,198 +462	+5%	+$12.2K	0.01%	1044
2017 Q1	$220K	Buy	+8,736	New	+$212K	0.01%	1093
2016 Q3	–	Sell	-24,456	Closed	-$553K	–	923
2016 Q2	$553K	Buy	+24,456	New	+$530K	0.03%	567

Other funds holding IHI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

FDx Advisors's IHI Position: Q1 2021 in Review

FDx Advisors sold out of iShares US Medical Devices ETF (IHI) in Q1 2021, closing a stake of 14,580 shares — an estimated $795K sold.

FDx Advisors first reported a position in IHI in Q2 2016 and held it in 6 quarters. The position peaked at $795K in Q4 2020. 566 funds tracked by Wall St. Rank hold IHI as of Q1 2021.

FDx Advisors reported no remaining iShares US Medical Devices ETF position as of Q1 2021 after selling out during the quarter.
FDx Advisors sold 14,580 iShares US Medical Devices ETF shares in Q1 2021, an estimated $795K.
FDx Advisors first reported a position in iShares US Medical Devices ETF in Q2 2016 and held it in 6 quarters.
FDx Advisors's iShares US Medical Devices ETF position peaked at $795K in Q4 2020.
566 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2021.

Based on FDx Advisors's 13F filing for Q1 2021, filed 13 Apr 2021.