Patton Albertson Miller Group’s iShares US Medical Devices ETF IHI Stock Holding History

Patton Albertson Miller 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
2023 Q2	–	Sell	-3,728	Closed	-$201K	–	215
2023 Q1	$201K	Sell	3,728 -1,109	-23%	-$59K	0.04%	211
2022 Q4	$254K	Sell	4,837 -5,235	-52%	-$266K	0.05%	192
2022 Q3	$475K	Sell	10,072 -103,932	-91%	-$5.39M	0.1%	159
2022 Q2	$5.75M	Sell	114,004 -43,201	-27%	-$2.35M	1.17%	18
2022 Q1	$9.58M	Sell	157,205 -5,642	-3%	-$336K	1.65%	6
2021 Q4	$10.7M	Buy	162,847 +505	+0.3%	+$32.3K	1.73%	6
2021 Q3	$10.2M	Sell	162,342 -6,102	-4%	-$389K	1.95%	3
2021 Q2	$10.1M	Sell	168,444 -1,914	-1%	-$111K	2.31%	3
2021 Q1	$9.38M	Buy	170,358 +6,462	+4%	+$358K	2.27%	4
2020 Q4	$9.49M	Buy	163,896 +21,564	+15%	+$1.13M	2.25%	5
2020 Q3	$7.11M	Buy	142,332 +79,164	+125%	+$3.83M	2.01%	5
2020 Q2	$2.79M	Buy	+63,168	New	+$2.7M	0.81%	34

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Patton Albertson Miller Group's IHI Position: Q2 2023 in Review

Patton Albertson Miller Group sold out of iShares US Medical Devices ETF (IHI) in Q2 2023, closing a stake of 3,728 shares — an estimated $201K sold.

Patton Albertson Miller Group first reported a position in IHI in Q2 2020 and held it in 12 quarters. The position peaked at $10.7M in Q4 2021. 585 funds tracked by Wall St. Rank hold IHI as of Q2 2023.

Patton Albertson Miller Group reported no remaining iShares US Medical Devices ETF position as of Q2 2023 after selling out during the quarter.
Patton Albertson Miller Group sold 3,728 iShares US Medical Devices ETF shares in Q2 2023, an estimated $201K.
Patton Albertson Miller Group first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 12 quarters.
Patton Albertson Miller Group's iShares US Medical Devices ETF position peaked at $10.7M in Q4 2021.
585 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2023.

Based on Patton Albertson Miller Group's 13F filing for Q2 2023, filed 13 Jul 2023.