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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 $1.66T 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 $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return