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Pettinga Financial Advisors’s
iShares US Medical Devices ETF
IHI
Stock Holding History
Pettinga Financial Advisors’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
–
Sell
-7,494
Closed
-$493K
–
109
2021
Q4
$493K
Hold
7,494
–
–
0.12%
75
2021
Q3
$470K
Sell
7,494
-1,572
-17%
-$100K
0.12%
71
2021
Q2
$546K
Sell
9,066
-85,206
-90%
-$4.93M
0.15%
69
2021
Q1
$5.19M
Sell
94,272
-19,092
-17%
-$1.06M
1.51%
20
2020
Q4
$6.18M
Sell
113,364
-2,544
-2%
-$133K
2.21%
14
2020
Q3
$5.79M
Buy
115,908
+15,954
+16%
+$773K
2.45%
15
2020
Q2
$4.41M
Buy
99,954
+87,444
+699%
+$3.74M
2.13%
14
2020
Q1
$470K
Buy
12,510
+3,300
+36%
+$139K
0.32%
44
2019
Q4
$406K
Sell
9,210
-240
-3%
-$10.1K
0.22%
58
2019
Q3
$389K
Hold
9,450
–
–
0.21%
64
2019
Q2
$379K
Hold
9,450
–
–
0.2%
67
2019
Q1
$365K
Sell
9,450
-600
-6%
-$21.8K
0.2%
64
2018
Q4
$335K
Buy
+10,050
New
+$348K
0.22%
64
Other funds holding IHI
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$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
MIH
Meitav Investment House
Bene-Beraq, Israel
$9.12B AUM
42.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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