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Novare Capital Management’s iShares US Medical Devices ETF IHI Stock Holding History

Novare Capital 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 		– Sell
-3,798
Closed -$229K – 153
2021
Q2 		$229K Sell
3,798
-48
-1% -$2.78K 0.03% 144
2021
Q1 		$212K Buy
+3,846
New +$213K 0.03% 148

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

Novare Capital Management's IHI Position: Q3 2021 in Review

Novare Capital Management sold out of iShares US Medical Devices ETF (IHI) in Q3 2021, closing a stake of 3,798 shares — an estimated $229K sold.

Novare Capital Management first reported a position in IHI in Q1 2021 and held it in 2 quarters. The position peaked at $229K in Q2 2021. 574 funds tracked by Wall St. Rank hold IHI as of Q3 2021.

  • Novare Capital Management reported no remaining iShares US Medical Devices ETF position as of Q3 2021 after selling out during the quarter.
  • Novare Capital Management sold 3,798 iShares US Medical Devices ETF shares in Q3 2021, an estimated $229K.
  • Novare Capital Management first reported a position in iShares US Medical Devices ETF in Q1 2021 and held it in 2 quarters.
  • Novare Capital Management's iShares US Medical Devices ETF position peaked at $229K in Q2 2021.
  • 574 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2021.

Based on Novare Capital Management's 13F filing for Q3 2021, filed 4 Nov 2021.