Professional Planning’s iShares US Medical Devices ETF IHI Stock Holding History

Professional Planning’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	$1.27M	Sell	20,279 -625	-3%	-$39.9K	0.61%	32
2021 Q2	$1.26M	Sell	20,904 -324	-2%	-$18.7K	0.58%	35
2021 Q1	$1.17M	Sell	21,228 -1,704	-7%	-$94.5K	0.57%	35
2020 Q4	$1.25M	Buy	+22,932	New	+$1.2M	0.51%	39
2020 Q3	–	Sell	-21,858	Closed	-$965K	–	61
2020 Q2	$965K	Buy	+21,858	New	+$934K	0.51%	42

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Professional Planning's IHI Position: Q3 2021 in Review

Professional Planning reduced its iShares US Medical Devices ETF (IHI) stake by 3% in Q3 2021, selling an estimated $39.9K and leaving 20,279 shares worth $1.27M. The position accounts for 0.61% of the portfolio, ranked #32.

Professional Planning first reported a position in IHI in Q2 2020 and has held it in 5 quarters since. 574 funds tracked by Wall St. Rank hold IHI as of Q3 2021.

Professional Planning held 20,279 shares of iShares US Medical Devices ETF worth $1.27M as of Q3 2021.
Professional Planning sold 625 iShares US Medical Devices ETF shares in Q3 2021, an estimated $39.9K.
iShares US Medical Devices ETF made up 0.61% of Professional Planning's portfolio in Q3 2021, its #32 holding.
Professional Planning first reported a position in iShares US Medical Devices ETF in Q2 2020 and has held it in 5 quarters since.
574 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2021.

Based on Professional Planning's 13F filing for Q3 2021, filed 15 Nov 2021.