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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
– Sell
-6,011
Closed -$367K – 176
2022
Q1
$367K Sell
6,011
-2,617
-30% -$156K 0.14% 110
2021
Q4
$568K Sell
8,628
-254
-3% -$16.3K 0.21% 87
2021
Q3
$558K Buy
8,882
+1,196
+16% +$76.3K 0.25% 76
2021
Q2
$463K Buy
+7,686
New +$444K 0.27% 72

Other funds holding IHI

Fermata Advisors's IHI Position: Q2 2022 in Review

Fermata Advisors sold out of iShares US Medical Devices ETF (IHI) in Q2 2022, closing a stake of 6,011 shares — an estimated $367K sold.

Fermata Advisors first reported a position in IHI in Q2 2021 and held it in 4 quarters. The position peaked at $568K in Q4 2021. 592 funds tracked by Wall St. Rank hold IHI as of Q2 2022.

  • Fermata Advisors reported no remaining iShares US Medical Devices ETF position as of Q2 2022 after selling out during the quarter.
  • Fermata Advisors sold 6,011 iShares US Medical Devices ETF shares in Q2 2022, an estimated $367K.
  • Fermata Advisors first reported a position in iShares US Medical Devices ETF in Q2 2021 and held it in 4 quarters.
  • Fermata Advisors's iShares US Medical Devices ETF position peaked at $568K in Q4 2021.
  • 592 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2022.

Based on Fermata Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.