Princeton Capital Management’s iShares US Medical Devices ETF IHI Stock Holding History

Princeton Capital Management’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	-4,998	Closed	-$275K	–	110
2021 Q1	$275K	Buy	4,998 +42	+0.8%	+$2.33K	0.09%	95
2020 Q4	$270K	Buy	4,956 +78	+2%	+$4.08K	0.1%	87
2020 Q3	$244K	Buy	4,878 +54	+1%	+$2.62K	0.1%	85
2020 Q2	$213K	Sell	4,824 -96	-2%	-$4.1K	0.09%	87
2020 Q1	$211K	Hold	4,920	–	–	0.11%	80
2019 Q4	$221K	Hold	4,920	–	–	0.1%	86
2019 Q3	$203K	Buy	4,920 +1,044	+27%	+$42.7K	0.1%	86
2019 Q2	$156K	Hold	3,876	–	–	0.08%	102
2019 Q1	$150K	Hold	3,876	–	–	0.08%	103
2018 Q4	$129K	Hold	3,876	–	–	0.08%	105
2018 Q3	$147K	Hold	3,876	–	–	0.06%	117
2018 Q2	$130K	Hold	3,876	–	–	0.06%	114
2018 Q1	$120K	Buy	+3,876	New	+$119K	0.05%	119

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Princeton Capital Management's IHI Position: Q2 2021 in Review

Princeton Capital Management sold out of iShares US Medical Devices ETF (IHI) in Q2 2021, closing a stake of 4,998 shares — an estimated $275K sold.

Princeton Capital Management first reported a position in IHI in Q1 2018 and held it in 13 quarters. The position peaked at $275K in Q1 2021. 559 funds tracked by Wall St. Rank hold IHI as of Q2 2021.

Princeton Capital Management reported no remaining iShares US Medical Devices ETF position as of Q2 2021 after selling out during the quarter.
Princeton Capital Management sold 4,998 iShares US Medical Devices ETF shares in Q2 2021, an estimated $275K.
Princeton Capital Management first reported a position in iShares US Medical Devices ETF in Q1 2018 and held it in 13 quarters.
Princeton Capital Management's iShares US Medical Devices ETF position peaked at $275K in Q1 2021.
559 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2021.

Based on Princeton Capital Management's 13F filing for Q2 2021, filed 11 Aug 2021.