Reilly Financial Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Reilly Financial Advisors’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	-3,000	Closed	-$188K	–	1161
2021 Q3	$188K	Hold	3,000	–	–	0.02%	205
2021 Q2	$181K	Hold	3,000	–	–	0.01%	217
2021 Q1	$165K	Hold	3,000	–	–	0.01%	217
2020 Q4	$164K	Hold	3,000	–	–	0.02%	207
2020 Q3	$150K	Hold	3,000	–	–	0.02%	199
2020 Q2	$132K	Hold	3,000	–	–	0.02%	202
2020 Q1	$113K	Hold	3,000	–	–	0.02%	208
2019 Q4	$132K	Hold	3,000	–	–	0.02%	218
2019 Q3	$124K	Hold	3,000	–	–	0.02%	226
2019 Q2	$120K	Hold	3,000	–	–	0.02%	226
2019 Q1	$116K	Hold	3,000	–	–	0.02%	222
2018 Q4	$100K	Hold	3,000	–	–	0.01%	232
2018 Q3	$114K	Hold	3,000	–	–	0.02%	227
2018 Q2	$100K	Hold	3,000	–	–	0.01%	219
2018 Q1	$93K	Hold	3,000	–	–	0.01%	227
2017 Q4	$87K	Hold	3,000	–	–	0.01%	251
2017 Q3	$84K	Hold	3,000	–	–	0.01%	238
2017 Q2	$83K	Hold	3,000	–	–	0.01%	236
2017 Q1	$76K	Hold	3,000	–	–	0.01%	236
2016 Q4	$67K	Hold	3,000	–	–	0.01%	241
2016 Q3	$73K	Hold	3,000	–	–	0.01%	223
2016 Q2	$68K	Hold	3,000	–	–	0.01%	226
2016 Q1	$61K	Hold	3,000	–	–	0.01%	352
2015 Q4	$61K	Hold	3,000	–	–	0.01%	363
2015 Q3	$56K	Hold	3,000	–	–	0.01%	369
2015 Q2	$60K	Hold	3,000	–	–	0.01%	400
2015 Q1	$60K	Buy	+3,000	New	+$58.6K	0.01%	377

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

OLVIG

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

Reilly Financial Advisors's IHI Position: Q4 2021 in Review

Reilly Financial Advisors sold out of iShares US Medical Devices ETF (IHI) in Q4 2021, closing a stake of 3,000 shares — an estimated $188K sold.

Reilly Financial Advisors first reported a position in IHI in Q1 2015 and held it in 27 quarters. The position peaked at $188K in Q3 2021. 662 funds tracked by Wall St. Rank hold IHI as of Q4 2021.

Reilly Financial Advisors reported no remaining iShares US Medical Devices ETF position as of Q4 2021 after selling out during the quarter.
Reilly Financial Advisors sold 3,000 iShares US Medical Devices ETF shares in Q4 2021, an estimated $188K.
Reilly Financial Advisors first reported a position in iShares US Medical Devices ETF in Q1 2015 and held it in 27 quarters.
Reilly Financial Advisors's iShares US Medical Devices ETF position peaked at $188K in Q3 2021.
662 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.