Mid Atlantic Financial Management’s iShares US Medical Devices ETF IHI Stock Holding History

Mid Atlantic Financial 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 Q3	$2.03M	Buy	32,349 +1,257	+4%	+$80.2K	0.14%	144
2021 Q2	$1.87M	Sell	31,092 -9,360	-23%	-$541K	0.13%	152
2021 Q1	$2.23M	Sell	40,452 -9,360	-19%	-$519K	0.16%	130
2020 Q4	$2.72M	Buy	49,812 +2,370	+5%	+$124K	0.21%	108
2020 Q3	$2.53M	Sell	47,442 -1,686	-3%	-$81.6K	0.22%	101
2020 Q2	$2.17M	Buy	49,128 +16,356	+50%	+$699K	0.21%	105
2020 Q1	$1.23M	Sell	32,772 -252	-0.8%	-$10.6K	0.14%	133
2019 Q4	$1.46M	Buy	33,024 +5,520	+20%	+$232K	0.14%	142
2019 Q3	$1.13M	Buy	27,504 +5,820	+27%	+$238K	0.12%	159
2019 Q2	$870K	Buy	21,684 +7,536	+53%	+$285K	0.09%	236
2019 Q1	$546K	Sell	14,148 -106,854	-88%	-$3.88M	0.06%	339
2018 Q4	$4.03M	Buy	+121,002	New	+$4.19M	0.5%	40

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Mid Atlantic Financial Management's IHI Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its iShares US Medical Devices ETF (IHI) stake by 4% in Q3 2021, buying an estimated $80.2K and bringing the position to 32,349 shares worth $2.03M. The position accounts for 0.14% of the portfolio, ranked #144.

Mid Atlantic Financial Management first reported a position in IHI in Q4 2018 and has held it in 12 quarters since. The position peaked at $4.03M in Q4 2018. 574 funds tracked by Wall St. Rank hold IHI as of Q3 2021.

Mid Atlantic Financial Management held 32,349 shares of iShares US Medical Devices ETF worth $2.03M as of Q3 2021.
Mid Atlantic Financial Management bought 1,257 iShares US Medical Devices ETF shares in Q3 2021, an estimated $80.2K.
iShares US Medical Devices ETF made up 0.14% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #144 holding.
Mid Atlantic Financial Management first reported a position in iShares US Medical Devices ETF in Q4 2018 and has held it in 12 quarters since.
Mid Atlantic Financial Management's iShares US Medical Devices ETF position peaked at $4.03M in Q4 2018.
574 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.