Keebeck Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Keebeck 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 Q2	–	Sell	-12,414	Closed	-$684K	–	244
2021 Q1	$684K	Buy	12,414 +978	+9%	+$54.2K	0.11%	137
2020 Q4	$624K	Buy	+11,436	New	+$598K	0.11%	132

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Keebeck Wealth Management's IHI Position: Q2 2021 in Review

Keebeck Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q2 2021, closing a stake of 12,414 shares — an estimated $684K sold.

Keebeck Wealth Management first reported a position in IHI in Q4 2020 and held it in 2 quarters. The position peaked at $684K in Q1 2021. 559 funds tracked by Wall St. Rank hold IHI as of Q2 2021.

Keebeck Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q2 2021 after selling out during the quarter.
Keebeck Wealth Management sold 12,414 iShares US Medical Devices ETF shares in Q2 2021, an estimated $684K.
Keebeck Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 2 quarters.
Keebeck Wealth Management's iShares US Medical Devices ETF position peaked at $684K in Q1 2021.
559 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2021.

Based on Keebeck Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.