M&R Capital Management’s iShares US Medical Devices ETF IHI Stock Holding History

M&R 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
2021 Q1	–	Sell	-906	Closed	-$49K	–	422
2020 Q4	$49K	Hold	906	–	–	0.01%	242
2020 Q3	$45K	Hold	906	–	–	0.01%	249
2020 Q2	$39K	Hold	906	–	–	0.01%	255
2020 Q1	$34K	Sell	906 -11,940	-93%	-$503K	0.01%	263
2019 Q4	$565K	Buy	12,846 +7,740	+152%	+$325K	0.13%	115
2019 Q3	$210K	Buy	+5,106	New	+$209K	0.05%	172

Other funds holding IHI

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

M&R Capital Management's IHI Position: Q1 2021 in Review

M&R Capital Management sold out of iShares US Medical Devices ETF (IHI) in Q1 2021, closing a stake of 906 shares — an estimated $49K sold.

M&R Capital Management first reported a position in IHI in Q3 2019 and held it in 6 quarters. The position peaked at $565K in Q4 2019. 566 funds tracked by Wall St. Rank hold IHI as of Q1 2021.

M&R Capital Management reported no remaining iShares US Medical Devices ETF position as of Q1 2021 after selling out during the quarter.
M&R Capital Management sold 906 iShares US Medical Devices ETF shares in Q1 2021, an estimated $49K.
M&R Capital Management first reported a position in iShares US Medical Devices ETF in Q3 2019 and held it in 6 quarters.
M&R Capital Management's iShares US Medical Devices ETF position peaked at $565K in Q4 2019.
566 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2021.

Based on M&R Capital Management's 13F filing for Q1 2021, filed 1 Apr 2021.