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. 593 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.
  • 593 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.