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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Horst & Graben Wealth Management's IHI Position: Q4 2021 in Review

Horst & Graben Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q4 2021, closing a stake of 3,233 shares — an estimated $203K sold.

Horst & Graben Wealth Management first reported a position in IHI in Q2 2020 and held it in 6 quarters. The position peaked at $2.93M in Q4 2020. 662 funds tracked by Wall St. Rank hold IHI as of Q4 2021.

Horst & Graben Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q4 2021 after selling out during the quarter.
Horst & Graben Wealth Management sold 3,233 iShares US Medical Devices ETF shares in Q4 2021, an estimated $203K.
Horst & Graben Wealth Management first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 6 quarters.
Horst & Graben Wealth Management's iShares US Medical Devices ETF position peaked at $2.93M in Q4 2020.
662 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2021.

Based on Horst & Graben Wealth Management's 13F filing for Q4 2021, filed 20 Jan 2022.