Phoenix Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Phoenix Wealth 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
2021 Q4	–	Sell	-660	Closed	-$41K	–	230
2021 Q3	$41K	Hold	660	–	–	0.03%	203
2021 Q2	$41K	Hold	660	–	–	0.03%	200
2021 Q1	$36K	Hold	660	–	–	0.03%	209
2020 Q4	$36K	Buy	+660	New	+$34.5K	0.03%	210

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Phoenix Wealth Advisors's IHI Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q4 2021, closing a stake of 660 shares — an estimated $41K sold.

Phoenix Wealth Advisors first reported a position in IHI in Q4 2020 and held it in 4 quarters. The position peaked at $41K in Q3 2021. 662 funds tracked by Wall St. Rank hold IHI as of Q4 2021.

Phoenix Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 660 iShares US Medical Devices ETF shares in Q4 2021, an estimated $41K.
Phoenix Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's iShares US Medical Devices ETF position peaked at $41K in Q3 2021.
662 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.