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Principle Wealth Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Principle Wealth Partners’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
Q3 		– Sell
-3,594
Closed -$216K – 310
2021
Q2 		$216K Buy
+3,594
New +$208K 0.02% 299

Other funds holding IHI

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Principle Wealth Partners's IHI Position: Q3 2021 in Review

Principle Wealth Partners sold out of iShares US Medical Devices ETF (IHI) in Q3 2021, closing a stake of 3,594 shares — an estimated $216K sold.

Principle Wealth Partners first reported a position in IHI in Q2 2021 and held it in 1 quarter. The position peaked at $216K in Q2 2021. 574 funds tracked by Wall St. Rank hold IHI as of Q3 2021.

  • Principle Wealth Partners reported no remaining iShares US Medical Devices ETF position as of Q3 2021 after selling out during the quarter.
  • Principle Wealth Partners sold 3,594 iShares US Medical Devices ETF shares in Q3 2021, an estimated $216K.
  • Principle Wealth Partners first reported a position in iShares US Medical Devices ETF in Q2 2021 and held it in 1 quarter.
  • Principle Wealth Partners's iShares US Medical Devices ETF position peaked at $216K in Q2 2021.
  • 574 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2021.

Based on Principle Wealth Partners's 13F filing for Q3 2021, filed 16 Nov 2021.