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 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MIH

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

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

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

PRW Wealth Management's IHI Position: Q4 2021 in Review

PRW Wealth Management sold out of iShares US Medical Devices ETF (IHI) in Q4 2021, closing a stake of 4,500 shares — an estimated $283K sold.

PRW Wealth Management first reported a position in IHI in Q4 2018 and held it in 11 quarters. The position peaked at $330K in Q1 2021. 662 funds tracked by Wall St. Rank hold IHI as of Q4 2021.

PRW Wealth Management reported no remaining iShares US Medical Devices ETF position as of Q4 2021 after selling out during the quarter.
PRW Wealth Management sold 4,500 iShares US Medical Devices ETF shares in Q4 2021, an estimated $283K.
PRW Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2018 and held it in 11 quarters.
PRW Wealth Management's iShares US Medical Devices ETF position peaked at $330K in Q1 2021.
662 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2021.

Based on PRW Wealth Management's 13F filing for Q4 2021, filed 25 Jan 2022.