Matrix Private Capital Group’s iShares US Medical Devices ETF IHI Stock Holding History

Matrix Private Capital Group’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	-5,007	Closed	-$330K	–	260
2021 Q4	$330K	Buy	5,007 +85	+2%	+$5.44K	0.16%	119
2021 Q3	$309K	Buy	+4,922	New	+$314K	0.16%	125
2021 Q2	–	Sell	-5,412	Closed	-$298K	–	248
2021 Q1	$298K	Buy	5,412 +2,052	+61%	+$114K	0.18%	126
2020 Q4	$183K	Buy	+3,360	New	+$176K	0.13%	157

Other funds holding IHI

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Matrix Private Capital Group's IHI Position: Q1 2022 in Review

Matrix Private Capital Group sold out of iShares US Medical Devices ETF (IHI) in Q1 2022, closing a stake of 5,007 shares — an estimated $330K sold.

Matrix Private Capital Group first reported a position in IHI in Q4 2020 and held it in 4 quarters. The position peaked at $330K in Q4 2021. 631 funds tracked by Wall St. Rank hold IHI as of Q1 2022.

Matrix Private Capital Group reported no remaining iShares US Medical Devices ETF position as of Q1 2022 after selling out during the quarter.
Matrix Private Capital Group sold 5,007 iShares US Medical Devices ETF shares in Q1 2022, an estimated $330K.
Matrix Private Capital Group first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 4 quarters.
Matrix Private Capital Group's iShares US Medical Devices ETF position peaked at $330K in Q4 2021.
631 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2022.

Based on Matrix Private Capital Group's 13F filing for Q1 2022, filed 16 May 2022.