Fiduciary Planning’s iShares US Medical Devices ETF IHI Stock Holding History

Fiduciary Planning’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 Q2	–	Sell	-156	Closed	-$9K	–	154
2021 Q1	$9K	Hold	156	–	–	0.01%	171
2020 Q4	$9K	Hold	156	–	–	0.01%	154
2020 Q3	$8K	Buy	+156	New	+$7.55K	0.01%	117
2020 Q1	–	Sell	-47,508	Closed	-$2.16M	–	58
2019 Q4	$2.16M	Buy	+47,508	New	+$2M	1.99%	9

Other funds holding IHI

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fiduciary Planning's IHI Position: Q2 2021 in Review

Fiduciary Planning sold out of iShares US Medical Devices ETF (IHI) in Q2 2021, closing a stake of 156 shares — an estimated $9K sold.

Fiduciary Planning first reported a position in IHI in Q4 2019 and held it in 4 quarters. The position peaked at $2.16M in Q4 2019. 559 funds tracked by Wall St. Rank hold IHI as of Q2 2021.

Fiduciary Planning reported no remaining iShares US Medical Devices ETF position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 156 iShares US Medical Devices ETF shares in Q2 2021, an estimated $9K.
Fiduciary Planning first reported a position in iShares US Medical Devices ETF in Q4 2019 and held it in 4 quarters.
Fiduciary Planning's iShares US Medical Devices ETF position peaked at $2.16M in Q4 2019.
559 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.