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Leonard Rickey Investment Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Leonard Rickey Investment Advisors’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 		– Sell
-3,717
Closed -$245K – 71
2021
Q4 		$245K Sell
3,717
-98
-3% -$6.27K 0.09% 63
2021
Q3 		$240K Sell
3,815
-18,955
-83% -$1.21M 0.1% 62
2021
Q2 		$235K Buy
22,770
+19,062
+514% +$1.1M 0.1% 63
2021
Q1 		$204K Sell
3,708
-1,170
-24% -$64.9K 0.08% 63
2020
Q4 		$266K Sell
4,878
-750
-13% -$39.2K 0.12% 52
2020
Q3 		$281K Sell
5,628
-1,362
-19% -$66K 0.18% 46
2020
Q2 		$308K Sell
6,990
-1,104
-14% -$47.2K 0.2% 41
2020
Q1 		$304K Sell
8,094
-228
-3% -$9.6K 0.24% 39
2019
Q4 		$367K Sell
8,322
-186
-2% -$7.82K 0.22% 43
2019
Q3 		$351K Sell
8,508
-654
-7% -$26.8K 0.23% 43
2019
Q2 		$368K Sell
9,162
-540
-6% -$20.4K 0.25% 45
2019
Q1 		$374K Sell
9,702
-90
-0.9% -$3.27K 0.27% 43
2018
Q4 		$326K Sell
9,792
-1,314
-12% -$45.5K 0.27% 41
2018
Q3 		$421K Buy
11,106
+54
+0.5% +$1.92K 0.31% 36
2018
Q2 		$370K Sell
11,052
-156
-1% -$5.08K 0.28% 41
2018
Q1 		$346K Sell
11,208
-534
-5% -$16.4K 0.27% 44
2017
Q4 		$340K Buy
+11,742
New +$339K 0.26% 44

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
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

Leonard Rickey Investment Advisors's IHI Position: Q1 2022 in Review

Leonard Rickey Investment Advisors sold out of iShares US Medical Devices ETF (IHI) in Q1 2022, closing a stake of 3,717 shares — an estimated $245K sold.

Leonard Rickey Investment Advisors first reported a position in IHI in Q4 2017 and held it in 17 quarters. The position peaked at $421K in Q3 2018. 632 funds tracked by Wall St. Rank hold IHI as of Q1 2022.

  • Leonard Rickey Investment Advisors reported no remaining iShares US Medical Devices ETF position as of Q1 2022 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 3,717 iShares US Medical Devices ETF shares in Q1 2022, an estimated $245K.
  • Leonard Rickey Investment Advisors first reported a position in iShares US Medical Devices ETF in Q4 2017 and held it in 17 quarters.
  • Leonard Rickey Investment Advisors's iShares US Medical Devices ETF position peaked at $421K in Q3 2018.
  • 632 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2022.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2022, filed 19 Apr 2022.