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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

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Bank of America
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LPL Financial
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HIIFS
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Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return