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Next Financial Group’s iShares US Medical Devices ETF IHI Stock Holding History

Next Financial 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
2021
Q4 		$1.32M Buy
20,110
+2,579
+15% +$165K 0.09% 255
2021
Q3 		$1.1M Buy
17,531
+6,053
+53% +$386K 0.09% 257
2021
Q2 		$691K Sell
11,478
-9,858
-46% -$570K 0.06% 359
2021
Q1 		$1.18M Sell
21,336
-3,594
-14% -$199K 0.1% 220
2020
Q4 		$1.36M Sell
24,930
-9,786
-28% -$512K 0.13% 164
2020
Q3 		$1.73M Sell
34,716
-12,174
-26% -$590K 0.19% 121
2020
Q2 		$2.07M Buy
46,890
+21,744
+86% +$929K 0.24% 107
2020
Q1 		$945K Sell
25,146
-828
-3% -$34.9K 0.12% 167
2019
Q4 		$1.14M Buy
25,974
+4,458
+21% +$187K 0.12% 220
2019
Q3 		$887K Buy
21,516
+36
+0.2% +$1.47K 0.1% 250
2019
Q2 		$861K Buy
21,480
+8,700
+68% +$329K 0.09% 250
2019
Q1 		$494K Buy
12,780
+12,414
+3,392% +$451K 0.13% 118
2018
Q4 		$12K Buy
366
+300
+455% +$10.4K ﹤0.01% 1279
2018
Q3 		$3K Buy
+66
New +$2.35K ﹤0.01% 1252
2017
Q4 		– Sell
-300
Closed -$8K – 785
2017
Q3 		$8K Sell
300
-150
-33% -$4.15K ﹤0.01% 1291
2017
Q2 		$12K Buy
450
+150
+50% +$3.97K ﹤0.01% 1258
2017
Q1 		$8K Sell
300
-1,110
-79% -$26.9K ﹤0.01% 1358
2016
Q4 		$31K Buy
1,410
+744
+112% +$16.9K 0.01% 1161
2016
Q3 		$16K Buy
+666
New +$15.8K ﹤0.01% 1455
2014
Q4 		– Sell
-666
Closed -$11K – 2111
2014
Q3 		$11K Buy
+666
New +$11.3K ﹤0.01% 1711

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Next Financial Group's IHI Position: Q4 2021 in Review

Next Financial Group increased its iShares US Medical Devices ETF (IHI) stake by 15% in Q4 2021, buying an estimated $165K and bringing the position to 20,110 shares worth $1.32M. The position accounts for 0.09% of the portfolio, ranked #255.

Next Financial Group first reported a position in IHI in Q3 2014 and has held it in 20 quarters since. The position peaked at $2.07M in Q2 2020. 662 funds tracked by Wall St. Rank hold IHI as of Q4 2021.

  • Next Financial Group held 20,110 shares of iShares US Medical Devices ETF worth $1.32M as of Q4 2021.
  • Next Financial Group bought 2,579 iShares US Medical Devices ETF shares in Q4 2021, an estimated $165K.
  • iShares US Medical Devices ETF made up 0.09% of Next Financial Group's portfolio in Q4 2021, its #255 holding.
  • Next Financial Group first reported a position in iShares US Medical Devices ETF in Q3 2014 and has held it in 20 quarters since.
  • Next Financial Group's iShares US Medical Devices ETF position peaked at $2.07M in Q2 2020.
  • 662 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.