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Flagship Private Wealth’s iShares US Medical Devices ETF IHI Stock Holding History

Flagship Private Wealth’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
Q3 		– Sell
-150
Closed -$9.36K – 166
2021
Q2 		$9.36K Buy
+150
New +$8.68K 0.01% 234
2021
Q1 		– Sell
-150
Closed -$8.22K – 312
2020
Q4 		$8.22K Buy
+150
New +$7.84K 0.01% 237

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Flagship Private Wealth's IHI Position: Q3 2021 in Review

Flagship Private Wealth sold out of iShares US Medical Devices ETF (IHI) in Q3 2021, closing a stake of 150 shares — an estimated $9.36K sold.

Flagship Private Wealth first reported a position in IHI in Q4 2020 and held it in 2 quarters. The position peaked at $9.36K in Q2 2021. 574 funds tracked by Wall St. Rank hold IHI as of Q3 2021.

  • Flagship Private Wealth reported no remaining iShares US Medical Devices ETF position as of Q3 2021 after selling out during the quarter.
  • Flagship Private Wealth sold 150 iShares US Medical Devices ETF shares in Q3 2021, an estimated $9.36K.
  • Flagship Private Wealth first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 2 quarters.
  • Flagship Private Wealth's iShares US Medical Devices ETF position peaked at $9.36K in Q2 2021.
  • 574 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.