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Keystone Financial Group (Kentucky)’s iShares US Medical Devices ETF IHI Stock Holding History

Keystone Financial Group (Kentucky)’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
-5,382
Closed -$296K – 296
2021
Q1 		$296K Buy
5,382
+414
+8% +$23K 0.06% 212
2020
Q4 		$271K Buy
+4,968
New +$260K 0.06% 212

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s IHI Position: Q2 2021 in Review

Keystone Financial Group (Kentucky) sold out of iShares US Medical Devices ETF (IHI) in Q2 2021, closing a stake of 5,382 shares — an estimated $296K sold.

Keystone Financial Group (Kentucky) first reported a position in IHI in Q4 2020 and held it in 2 quarters. The position peaked at $296K in Q1 2021. 559 funds tracked by Wall St. Rank hold IHI as of Q2 2021.

  • Keystone Financial Group (Kentucky) reported no remaining iShares US Medical Devices ETF position as of Q2 2021 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 5,382 iShares US Medical Devices ETF shares in Q2 2021, an estimated $296K.
  • Keystone Financial Group (Kentucky) first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 2 quarters.
  • Keystone Financial Group (Kentucky)'s iShares US Medical Devices ETF position peaked at $296K in Q1 2021.
  • 559 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2021.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2021, filed 13 Aug 2021.