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Financial Planners of Cleveland’s iShares US Medical Devices ETF IHI Stock Holding History

Financial Planners of Cleveland’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
2022
Q1 		– Sell
-4,052
Closed -$251K – 72
2021
Q4 		$251K Buy
+4,052
New +$259K 0.1% 75

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Financial Planners of Cleveland's IHI Position: Q1 2022 in Review

Financial Planners of Cleveland sold out of iShares US Medical Devices ETF (IHI) in Q1 2022, closing a stake of 4,052 shares — an estimated $251K sold.

Financial Planners of Cleveland first reported a position in IHI in Q4 2021 and held it in 1 quarter. The position peaked at $251K in Q4 2021. 632 funds tracked by Wall St. Rank hold IHI as of Q1 2022.

  • Financial Planners of Cleveland reported no remaining iShares US Medical Devices ETF position as of Q1 2022 after selling out during the quarter.
  • Financial Planners of Cleveland sold 4,052 iShares US Medical Devices ETF shares in Q1 2022, an estimated $251K.
  • Financial Planners of Cleveland first reported a position in iShares US Medical Devices ETF in Q4 2021 and held it in 1 quarter.
  • Financial Planners of Cleveland's iShares US Medical Devices ETF position peaked at $251K in Q4 2021.
  • 632 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2022.

Based on Financial Planners of Cleveland's 13F filing for Q1 2022, filed 14 Apr 2022.