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Marshall Financial Group (Maryland)’s iShares US Medical Devices ETF IHI Stock Holding History

Marshall Financial Group (Maryland)’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
Q3 		– Sell
-3,540
Closed -$213K – 175
2021
Q2 		$213K Buy
+3,540
New +$205K 0.12% 162

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JP Morgan Chase
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Marshall Financial Group (Maryland)'s IHI Position: Q3 2021 in Review

Marshall Financial Group (Maryland) sold out of iShares US Medical Devices ETF (IHI) in Q3 2021, closing a stake of 3,540 shares — an estimated $213K sold.

Marshall Financial Group (Maryland) first reported a position in IHI in Q2 2021 and held it in 1 quarter. The position peaked at $213K in Q2 2021. 574 funds tracked by Wall St. Rank hold IHI as of Q3 2021.

  • Marshall Financial Group (Maryland) reported no remaining iShares US Medical Devices ETF position as of Q3 2021 after selling out during the quarter.
  • Marshall Financial Group (Maryland) sold 3,540 iShares US Medical Devices ETF shares in Q3 2021, an estimated $213K.
  • Marshall Financial Group (Maryland) first reported a position in iShares US Medical Devices ETF in Q2 2021 and held it in 1 quarter.
  • Marshall Financial Group (Maryland)'s iShares US Medical Devices ETF position peaked at $213K in Q2 2021.
  • 574 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2021.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q3 2021, filed 28 Oct 2021.