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Insight Wealth Strategies’s iShares US Medical Devices ETF IHI Stock Holding History

Insight Wealth Strategies’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
-3,510
Closed -$211K – 191
2021
Q2 		$211K Sell
3,510
-6,636
-65% -$384K 0.03% 177
2021
Q1 		$559K Buy
10,146
+5,952
+142% +$330K 0.07% 139
2020
Q4 		$229K Buy
+4,194
New +$219K 0.04% 204

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
Meitav Investment House
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

Insight Wealth Strategies's IHI Position: Q3 2021 in Review

Insight Wealth Strategies sold out of iShares US Medical Devices ETF (IHI) in Q3 2021, closing a stake of 3,510 shares — an estimated $211K sold.

Insight Wealth Strategies first reported a position in IHI in Q4 2020 and held it in 3 quarters. The position peaked at $559K in Q1 2021. 574 funds tracked by Wall St. Rank hold IHI as of Q3 2021.

  • Insight Wealth Strategies reported no remaining iShares US Medical Devices ETF position as of Q3 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 3,510 iShares US Medical Devices ETF shares in Q3 2021, an estimated $211K.
  • Insight Wealth Strategies first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 3 quarters.
  • Insight Wealth Strategies's iShares US Medical Devices ETF position peaked at $559K in Q1 2021.
  • 574 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2021.

Based on Insight Wealth Strategies's 13F filing for Q3 2021, filed 28 Oct 2021.