Portfolio Strategies’s iShares US Medical Devices ETF IHI Stock Holding History

Portfolio Strategies’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	-152,766	Closed	-$9.59M	–	50
2021 Q3	$9.59M	Buy	+152,766	New	+$9.75M	1.92%	21
2020 Q1	–	Sell	-104,472	Closed	-$4.6M	–	43
2019 Q4	$4.6M	Sell	104,472 -1,140	-1%	-$47.9K	2.11%	17
2019 Q3	$4.35M	Buy	+105,612	New	+$4.32M	2.23%	17
2019 Q2	–	Sell	-44,664	Closed	-$1.72M	–	55
2019 Q1	$1.72M	Buy	44,664 +12,258	+38%	+$445K	1.36%	17
2018 Q4	$1.08M	Buy	32,406 +618	+2%	+$21.4K	0.94%	24
2018 Q3	$1.21M	Buy	31,788 +96	+0.3%	+$3.41K	0.7%	28
2018 Q2	$1.06M	Hold	31,692	–	–	0.7%	27
2018 Q1	$977K	Sell	31,692 -390	-1%	-$12K	0.75%	27
2017 Q4	$928K	Buy	+32,082	New	+$925K	0.64%	29

Other funds holding IHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

OLVIG

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

Portfolio Strategies's IHI Position: Q4 2021 in Review

Portfolio Strategies sold out of iShares US Medical Devices ETF (IHI) in Q4 2021, closing a stake of 152,766 shares — an estimated $9.59M sold.

Portfolio Strategies first reported a position in IHI in Q4 2017 and held it in 9 quarters. The position peaked at $9.59M in Q3 2021. 662 funds tracked by Wall St. Rank hold IHI as of Q4 2021.

Portfolio Strategies reported no remaining iShares US Medical Devices ETF position as of Q4 2021 after selling out during the quarter.
Portfolio Strategies sold 152,766 iShares US Medical Devices ETF shares in Q4 2021, an estimated $9.59M.
Portfolio Strategies first reported a position in iShares US Medical Devices ETF in Q4 2017 and held it in 9 quarters.
Portfolio Strategies's iShares US Medical Devices ETF position peaked at $9.59M in Q3 2021.
662 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2021.

Based on Portfolio Strategies's 13F filing for Q4 2021, filed 25 Jan 2022.