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

PAX 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
Q2 		– Sell
-66,096
Closed -$3.64M – 167
2021
Q1 		$3.64M Sell
66,096
-56,298
-46% -$3.12M 1.02% 20
2020
Q4 		$6.68M Buy
122,394
+2,976
+2% +$156K 2.09% 13
2020
Q3 		$5.96M Buy
119,418
+2,838
+2% +$137K 2.09% 14
2020
Q2 		$5.14M Buy
116,580
+8,808
+8% +$376K 1.96% 14
2020
Q1 		$4.64M Buy
+107,772
New +$4.54M 1.98% 13

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PAX Financial Group's IHI Position: Q2 2021 in Review

PAX Financial Group sold out of iShares US Medical Devices ETF (IHI) in Q2 2021, closing a stake of 66,096 shares — an estimated $3.64M sold.

PAX Financial Group first reported a position in IHI in Q1 2020 and held it in 5 quarters. The position peaked at $6.68M in Q4 2020. 559 funds tracked by Wall St. Rank hold IHI as of Q2 2021.

  • PAX Financial Group reported no remaining iShares US Medical Devices ETF position as of Q2 2021 after selling out during the quarter.
  • PAX Financial Group sold 66,096 iShares US Medical Devices ETF shares in Q2 2021, an estimated $3.64M.
  • PAX Financial Group first reported a position in iShares US Medical Devices ETF in Q1 2020 and held it in 5 quarters.
  • PAX Financial Group's iShares US Medical Devices ETF position peaked at $6.68M in Q4 2020.
  • 559 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2021.

Based on PAX Financial Group's 13F filing for Q2 2021, filed 13 Aug 2021.