Parametric Portfolio Associates’s iShares US Medical Devices ETF IHI Stock Holding History

Parametric Portfolio Associates’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	$206K	Sell	3,376 -2,109	-38%	-$126K	﹤0.01%	3431
2021 Q4	$361K	Buy	5,485 +1,951	+55%	+$125K	﹤0.01%	3207
2021 Q3	$222K	Buy	+3,534	New	+$225K	﹤0.01%	3396
2016 Q1	–	Sell	-10,404	Closed	-$212K	–	4006
2015 Q4	$212K	Sell	10,404 -1,068	-9%	-$21.4K	﹤0.01%	3711
2015 Q3	$213K	Sell	11,472 -486	-4%	-$9.77K	﹤0.01%	3077
2015 Q2	$239K	Sell	11,958 -1,188	-9%	-$23.8K	﹤0.01%	3688
2015 Q1	$264K	Sell	13,146 -126	-0.9%	-$2.46K	﹤0.01%	3616
2014 Q4	$250K	Buy	+13,272	New	+$239K	﹤0.01%	3679
2014 Q3	–	Sell	-77,610	Closed	-$1.32M	–	3836
2014 Q2	$1.32M	Sell	77,610 -2,550	-3%	-$41.7K	﹤0.01%	2476
2014 Q1	$1.32M	Sell	80,160 -3,876	-5%	-$62.1K	﹤0.01%	2432
2013 Q4	$1.3M	Sell	84,036 -1,296	-2%	-$19.3K	﹤0.01%	2440
2013 Q3	$1.2M	Buy	85,332 +6,324	+8%	+$86.9K	﹤0.01%	2407
2013 Q2	$1.03M	Buy	+79,008	New	+$1.02M	﹤0.01%	2407

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

Parametric Portfolio Associates's IHI Position: Q1 2022 in Review

Parametric Portfolio Associates reduced its iShares US Medical Devices ETF (IHI) stake by 38% in Q1 2022, selling an estimated $126K and leaving 3,376 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #3431.

Parametric Portfolio Associates first reported a position in IHI in Q2 2013 and has held it in 13 quarters since. The position peaked at $1.32M in Q2 2014. 631 funds tracked by Wall St. Rank hold IHI as of Q1 2022.

Parametric Portfolio Associates held 3,376 shares of iShares US Medical Devices ETF worth $206K as of Q1 2022.
Parametric Portfolio Associates sold 2,109 iShares US Medical Devices ETF shares in Q1 2022, an estimated $126K.
iShares US Medical Devices ETF made up ﹤0.01% of Parametric Portfolio Associates's portfolio in Q1 2022, its #3431 holding.
Parametric Portfolio Associates first reported a position in iShares US Medical Devices ETF in Q2 2013 and has held it in 13 quarters since.
Parametric Portfolio Associates's iShares US Medical Devices ETF position peaked at $1.32M in Q2 2014.
631 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2022.

Based on Parametric Portfolio Associates's 13F filing for Q1 2022, filed 16 May 2022.