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Institutional & Family Asset Management’s iShares US Medical Devices ETF IHI Stock Holding History

Institutional & Family Asset 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
Q1 		– Sell
-4,704
Closed -$257K – 960
2020
Q4 		$257K Hold
4,704
– – 0.05% 159
2020
Q3 		$235K Buy
+4,704
New +$228K 0.05% 149

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 $20.6B AUM 59.59% 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

Institutional & Family Asset Management's IHI Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of iShares US Medical Devices ETF (IHI) in Q1 2021, closing a stake of 4,704 shares — an estimated $257K sold.

Institutional & Family Asset Management first reported a position in IHI in Q3 2020 and held it in 2 quarters. The position peaked at $257K in Q4 2020. 566 funds tracked by Wall St. Rank hold IHI as of Q1 2021.

  • Institutional & Family Asset Management reported no remaining iShares US Medical Devices ETF position as of Q1 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 4,704 iShares US Medical Devices ETF shares in Q1 2021, an estimated $257K.
  • Institutional & Family Asset Management first reported a position in iShares US Medical Devices ETF in Q3 2020 and held it in 2 quarters.
  • Institutional & Family Asset Management's iShares US Medical Devices ETF position peaked at $257K in Q4 2020.
  • 566 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.