INVST’s iShares US Medical Devices ETF IHI Stock Holding History

INVST’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 Q2	–	Sell	-24,702	Closed	-$1.46M	–	207
2021 Q1	$1.46M	Sell	24,702 -35,148	-59%	-$1.95M	0.25%	55
2020 Q4	$3.27M	Buy	59,850 +5,544	+10%	+$290K	0.59%	38
2020 Q3	$2.71M	Buy	54,306 +5,838	+12%	+$283K	0.63%	40
2020 Q2	$2.15M	Buy	+48,468	New	+$2.07M	0.64%	42

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

INVST's IHI Position: Q2 2021 in Review

INVST sold out of iShares US Medical Devices ETF (IHI) in Q2 2021, closing a stake of 24,702 shares — an estimated $1.46M sold.

INVST first reported a position in IHI in Q2 2020 and held it in 4 quarters. The position peaked at $3.27M in Q4 2020. 559 funds tracked by Wall St. Rank hold IHI as of Q2 2021.

INVST reported no remaining iShares US Medical Devices ETF position as of Q2 2021 after selling out during the quarter.
INVST sold 24,702 iShares US Medical Devices ETF shares in Q2 2021, an estimated $1.46M.
INVST first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 4 quarters.
INVST's iShares US Medical Devices ETF position peaked at $3.27M in Q4 2020.
559 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2021.

Based on INVST's 13F filing for Q2 2021, filed 19 Jul 2021.