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

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

Pettinga Financial Advisors's IHI Position: Q1 2022 in Review

Pettinga Financial Advisors sold out of iShares US Medical Devices ETF (IHI) in Q1 2022, closing a stake of 7,494 shares — an estimated $493K sold.

Pettinga Financial Advisors first reported a position in IHI in Q4 2018 and held it in 13 quarters. The position peaked at $6.18M in Q4 2020. 631 funds tracked by Wall St. Rank hold IHI as of Q1 2022.

Pettinga Financial Advisors reported no remaining iShares US Medical Devices ETF position as of Q1 2022 after selling out during the quarter.
Pettinga Financial Advisors sold 7,494 iShares US Medical Devices ETF shares in Q1 2022, an estimated $493K.
Pettinga Financial Advisors first reported a position in iShares US Medical Devices ETF in Q4 2018 and held it in 13 quarters.
Pettinga Financial Advisors's iShares US Medical Devices ETF position peaked at $6.18M in Q4 2020.
631 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2022.

Based on Pettinga Financial Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.