Private Capital Group’s iShares US Medical Devices ETF IHI Stock Holding History

Private Capital Group’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 Q2	–	Sell	-456	Closed	-$28K	–	1984
2022 Q1	$28K	Hold	456	–	–	0.01%	891
2021 Q4	$30K	Hold	456	–	–	0.01%	887
2021 Q3	$29K	Hold	456	–	–	0.01%	893
2021 Q2	$27K	Sell	456 -3,642	-89%	-$211K	0.01%	942
2021 Q1	$226K	Sell	4,098 -8,178	-67%	-$454K	0.06%	196
2020 Q4	$670K	Buy	12,276 +1,692	+16%	+$88.4K	0.12%	125
2020 Q3	$529K	Sell	10,584 -186	-2%	-$9.01K	0.11%	141
2020 Q2	$475K	Buy	10,770 +10,404	+2,843%	+$445K	0.1%	142
2020 Q1	$14K	Hold	366	–	–	﹤0.01%	1162
2019 Q4	$16K	Hold	366	–	–	﹤0.01%	1182
2019 Q3	$15K	Buy	+366	New	+$15K	﹤0.01%	1306
2019 Q2	–	Sell	-366	Closed	-$14K	–	2310
2019 Q1	$14K	Sell	366 -882	-71%	-$32K	﹤0.01%	1353
2018 Q4	$42K	Sell	1,248 -30	-2%	-$1.04K	0.01%	749
2018 Q3	$48K	Buy	1,278 +912	+249%	+$32.4K	0.01%	735
2018 Q2	$12K	Hold	366	–	–	﹤0.01%	1335
2018 Q1	$11K	Buy	+366	New	+$11.3K	﹤0.01%	1328

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MIH

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Private Capital Group's IHI Position: Q2 2022 in Review

Private Capital Group sold out of iShares US Medical Devices ETF (IHI) in Q2 2022, closing a stake of 456 shares — an estimated $28K sold.

Private Capital Group first reported a position in IHI in Q1 2018 and held it in 16 quarters. The position peaked at $670K in Q4 2020. 592 funds tracked by Wall St. Rank hold IHI as of Q2 2022.

Private Capital Group reported no remaining iShares US Medical Devices ETF position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 456 iShares US Medical Devices ETF shares in Q2 2022, an estimated $28K.
Private Capital Group first reported a position in iShares US Medical Devices ETF in Q1 2018 and held it in 16 quarters.
Private Capital Group's iShares US Medical Devices ETF position peaked at $670K in Q4 2020.
592 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.