PWM
IHI icon

PRW Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

PRW Wealth 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
Q4 		– Sell
-4,500
Closed -$283K – 110
2021
Q3 		$283K Buy
+4,500
New +$287K 0.14% 74
2021
Q2 		– Sell
-6,000
Closed -$330K – 277
2021
Q1 		$330K Hold
6,000
– – 0.16% 64
2020
Q4 		$327K Sell
6,000
-600
-9% -$31.4K 0.18% 62
2020
Q3 		$330K Hold
6,600
– – 0.24% 56
2020
Q2 		$291K Hold
6,600
– – 0.23% 57
2020
Q1 		$248K Hold
6,600
– – 0.3% 51
2019
Q4 		$291K Hold
6,600
– – 0.33% 40
2019
Q3 		$272K Hold
6,600
– – 0.33% 39
2019
Q2 		$265K Buy
6,600
+1,800
+38% +$68.1K 0.29% 47
2019
Q1 		$185K Hold
4,800
– – 0.17% 55
2018
Q4 		$160K Buy
+4,800
New +$166K 0.2% 65

Other funds holding IHI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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 $376B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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 $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B 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 $528B AUM 27.57% 1-Year Est. Return
OLVIG
Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM