Kings Point Capital Management’s iShares US Medical Devices ETF IHI Stock Holding History

Kings Point Capital 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
2022 Q1	$445K	Buy	7,304 +556	+8%	+$33.1K	0.04%	141
2021 Q4	$444K	Buy	6,748 +575	+9%	+$36.8K	0.04%	155
2021 Q3	$388K	Buy	6,173 +95	+2%	+$6.06K	0.03%	155
2021 Q2	$366K	Buy	6,078 +114	+2%	+$6.59K	0.03%	159
2021 Q1	$328K	Buy	+5,964	New	+$331K	0.03%	155
2020 Q2	–	Sell	-648	Closed	-$24K	–	449
2020 Q1	$24K	Buy	+648	New	+$27.3K	﹤0.01%	361

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Kings Point Capital Management's IHI Position: Q1 2022 in Review

Kings Point Capital Management increased its iShares US Medical Devices ETF (IHI) stake by 8.2% in Q1 2022, buying an estimated $33.1K and bringing the position to 7,304 shares worth $445K. The position accounts for 0.04% of the portfolio, ranked #141.

Kings Point Capital Management first reported a position in IHI in Q1 2020 and has held it in 6 quarters since. 632 funds tracked by Wall St. Rank hold IHI as of Q1 2022.

Kings Point Capital Management held 7,304 shares of iShares US Medical Devices ETF worth $445K as of Q1 2022.
Kings Point Capital Management bought 556 iShares US Medical Devices ETF shares in Q1 2022, an estimated $33.1K.
iShares US Medical Devices ETF made up 0.04% of Kings Point Capital Management's portfolio in Q1 2022, its #141 holding.
Kings Point Capital Management first reported a position in iShares US Medical Devices ETF in Q1 2020 and has held it in 6 quarters since.
632 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.