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FormulaFolio Investments’s iShares US Medical Devices ETF IHI Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-81,372
Closed -$4.44M – 616
2020
Q4 		$4.44M Buy
+81,372
New +$4.25M 0.09% 163

Other funds holding IHI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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 $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FormulaFolio Investments's IHI Position: Q1 2021 in Review

FormulaFolio Investments sold out of iShares US Medical Devices ETF (IHI) in Q1 2021, closing a stake of 81,372 shares — an estimated $4.44M sold.

FormulaFolio Investments first reported a position in IHI in Q4 2020 and held it in 1 quarter. The position peaked at $4.44M in Q4 2020. 566 funds tracked by Wall St. Rank hold IHI as of Q1 2021.

  • FormulaFolio Investments reported no remaining iShares US Medical Devices ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 81,372 iShares US Medical Devices ETF shares in Q1 2021, an estimated $4.44M.
  • FormulaFolio Investments first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's iShares US Medical Devices ETF position peaked at $4.44M in Q4 2020.
  • 566 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.