Mattern Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Mattern Wealth 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	–	Sell	-4,668	Closed	-$307K	–	166
2021 Q4	$307K	Sell	4,668 -96	-2%	-$6.15K	0.09%	142
2021 Q3	$299K	Sell	4,764 -23,820	-83%	-$1.52M	0.1%	136
2021 Q2	$289K	Buy	28,584 +23,400	+451%	+$1.35M	0.09%	143
2021 Q1	$285K	Sell	5,184 -24	-0.5%	-$1.33K	0.1%	138
2020 Q4	$284K	Sell	5,208 -22,056	-81%	-$1.15M	0.11%	134
2020 Q3	$1.36M	Buy	27,264 +1,854	+7%	+$89.8K	0.58%	51
2020 Q2	$1.12M	Buy	+25,410	New	+$1.09M	0.54%	59

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

Mattern Wealth Management's IHI Position: Q1 2022 in Review

Mattern Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q1 2022, closing a stake of 4,668 shares — an estimated $307K sold.

Mattern Wealth Management first reported a position in IHI in Q2 2020 and held it in 7 quarters. The position peaked at $1.36M in Q3 2020. 632 funds tracked by Wall St. Rank hold IHI as of Q1 2022.

Mattern Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q1 2022 after selling out during the quarter.
Mattern Wealth Management sold 4,668 iShares US Medical Devices ETF shares in Q1 2022, an estimated $307K.
Mattern Wealth Management first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 7 quarters.
Mattern Wealth Management's iShares US Medical Devices ETF position peaked at $1.36M in Q3 2020.
632 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2022.

Based on Mattern Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.