First Heartland Consultants’s iShares US Medical Devices ETF IHI Stock Holding History

First Heartland Consultants’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 Q2	–	Sell	-3,698	Closed	-$225K	–	367
2022 Q1	$225K	Sell	3,698 -3,658	-50%	-$218K	0.03%	314
2021 Q4	$484K	Sell	7,356 -32	-0.4%	-$2.05K	0.02%	203
2021 Q3	$464K	Buy	7,388 +14	+0.2%	+$893	0.07%	209
2021 Q2	$444K	Sell	7,374 -2,154	-23%	-$125K	0.07%	230
2021 Q1	$525K	Sell	9,528 -576	-6%	-$31.9K	0.08%	193
2020 Q4	$551K	Buy	10,104 +1,482	+17%	+$77.5K	0.09%	157
2020 Q3	$431K	Buy	+8,622	New	+$418K	0.08%	165
2020 Q1	–	Sell	-7,938	Closed	-$350K	–	273
2019 Q4	$350K	Hold	7,938	–	–	0.07%	213
2019 Q3	$327K	Buy	7,938 +180	+2%	+$7.37K	0.07%	218
2019 Q2	$311K	Buy	7,758 +684	+10%	+$25.9K	0.07%	208
2019 Q1	$273K	Buy	+7,074	New	+$257K	0.08%	213
2016 Q4	–	Sell	-29,346	Closed	-$711K	–	338
2016 Q3	$711K	Buy	29,346 +16,236	+124%	+$386K	0.21%	123
2016 Q2	$296K	Buy	+13,110	New	+$284K	0.03%	230

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

First Heartland Consultants's IHI Position: Q2 2022 in Review

First Heartland Consultants sold out of iShares US Medical Devices ETF (IHI) in Q2 2022, closing a stake of 3,698 shares — an estimated $225K sold.

First Heartland Consultants first reported a position in IHI in Q2 2016 and held it in 13 quarters. The position peaked at $711K in Q3 2016. 592 funds tracked by Wall St. Rank hold IHI as of Q2 2022.

First Heartland Consultants reported no remaining iShares US Medical Devices ETF position as of Q2 2022 after selling out during the quarter.
First Heartland Consultants sold 3,698 iShares US Medical Devices ETF shares in Q2 2022, an estimated $225K.
First Heartland Consultants first reported a position in iShares US Medical Devices ETF in Q2 2016 and held it in 13 quarters.
First Heartland Consultants's iShares US Medical Devices ETF position peaked at $711K in Q3 2016.
592 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2022.

Based on First Heartland Consultants's 13F filing for Q2 2022, filed 12 Jul 2022.