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Halpern Financial’s iShares US Medical Devices ETF IHI Stock Holding History

Halpern Financial’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
-96
Closed -$5.24K – 267
2020
Q4 		$5.24K Hold
96
– – ﹤0.01% 162
2020
Q3 		$4.79K Buy
+96
New +$4.65K ﹤0.01% 157

Other funds holding IHI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Halpern Financial's IHI Position: Q1 2021 in Review

Halpern Financial sold out of iShares US Medical Devices ETF (IHI) in Q1 2021, closing a stake of 96 shares — an estimated $5.24K sold.

Halpern Financial first reported a position in IHI in Q3 2020 and held it in 2 quarters. The position peaked at $5.24K in Q4 2020. 566 funds tracked by Wall St. Rank hold IHI as of Q1 2021.

  • Halpern Financial reported no remaining iShares US Medical Devices ETF position as of Q1 2021 after selling out during the quarter.
  • Halpern Financial sold 96 iShares US Medical Devices ETF shares in Q1 2021, an estimated $5.24K.
  • Halpern Financial first reported a position in iShares US Medical Devices ETF in Q3 2020 and held it in 2 quarters.
  • Halpern Financial's iShares US Medical Devices ETF position peaked at $5.24K in Q4 2020.
  • 566 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2021.

Based on Halpern Financial's 13F filing for Q1 2021, filed 21 Sep 2023.