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Horst & Graben Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Horst & Graben Wealth Management’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
Q4 		– Sell
-3,233
Closed -$203K – 137
2021
Q3 		$203K Sell
3,233
-1,015
-24% -$64.8K 0.06% 129
2021
Q2 		$255K Sell
4,248
-34,836
-89% -$2.01M 0.07% 112
2021
Q1 		$2.15M Sell
39,084
-14,670
-27% -$814K 0.68% 30
2020
Q4 		$2.93M Buy
53,754
+9,198
+21% +$481K 1.01% 23
2020
Q3 		$2.23M Buy
44,556
+10,026
+29% +$486K 0.86% 26
2020
Q2 		$1.52M Buy
+34,530
New +$1.48M 0.67% 24

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 $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM