Karn Couzens & Associates’s iShares US Medical Devices ETF IHI Stock Holding History

Karn Couzens & Associates’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	-3,408	Closed	-$214K	–	85
2021 Q3	$214K	Hold	3,408	–	–	0.16%	71
2021 Q2	$205K	Sell	3,408 -1,710	-33%	-$98.9K	0.16%	73
2021 Q1	$282K	Buy	5,118 +96	+2%	+$5.32K	0.25%	56
2020 Q4	$274K	Buy	+5,022	New	+$263K	0.26%	54

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B 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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OLVIG

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

Karn Couzens & Associates's IHI Position: Q4 2021 in Review

Karn Couzens & Associates sold out of iShares US Medical Devices ETF (IHI) in Q4 2021, closing a stake of 3,408 shares — an estimated $214K sold.

Karn Couzens & Associates first reported a position in IHI in Q4 2020 and held it in 4 quarters. The position peaked at $282K in Q1 2021. 662 funds tracked by Wall St. Rank hold IHI as of Q4 2021.

Karn Couzens & Associates reported no remaining iShares US Medical Devices ETF position as of Q4 2021 after selling out during the quarter.
Karn Couzens & Associates sold 3,408 iShares US Medical Devices ETF shares in Q4 2021, an estimated $214K.
Karn Couzens & Associates first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 4 quarters.
Karn Couzens & Associates's iShares US Medical Devices ETF position peaked at $282K in Q1 2021.
662 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2021.

Based on Karn Couzens & Associates's 13F filing for Q4 2021, filed 14 Jan 2022.