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Ropes Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

Ropes Wealth 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
Q1 		– Sell
-2,142
Closed -$117K – 496
2020
Q4 		$117K Sell
2,142
-150
-7% -$7.84K 0.02% 293
2020
Q3 		$114K Hold
2,292
– – 0.02% 256
2020
Q2 		$101K Sell
2,292
-750
-25% -$32.1K 0.02% 254
2020
Q1 		$114K Sell
3,042
-1,038
-25% -$43.7K 0.03% 217
2019
Q4 		$180K Hold
4,080
– – 0.04% 219
2019
Q3 		$168K Hold
4,080
– – 0.04% 228
2019
Q2 		$164K Hold
4,080
– – 0.03% 239
2019
Q1 		$157K Sell
4,080
-474
-10% -$17.2K 0.04% 238
2018
Q4 		$152K Sell
4,554
-1,806
-28% -$62.5K 0.04% 232
2018
Q3 		$241K Sell
6,360
-1,062
-14% -$37.7K 0.06% 209
2018
Q2 		$248K Sell
7,422
-3,612
-33% -$118K 0.07% 209
2018
Q1 		$340K Hold
11,034
– – 0.09% 175
2017
Q4 		$319K Sell
11,034
-4,344
-28% -$125K 0.08% 179
2017
Q3 		$428K Hold
15,378
– – 0.12% 154
2017
Q2 		$427K Hold
15,378
– – 0.12% 146
2017
Q1 		$388K Sell
15,378
-90
-0.6% -$2.18K 0.11% 155
2016
Q4 		$343K Hold
15,468
– – 0.11% 159
2016
Q3 		$375K Hold
15,468
– – 0.13% 141
2016
Q2 		$349K Hold
15,468
– – 0.12% 138
2016
Q1 		$316K Buy
15,468
+3,426
+28% +$66.5K 0.14% 118
2015
Q4 		$246K Hold
12,042
– – 0.11% 143
2015
Q3 		$223K Buy
12,042
+2,568
+27% +$51.6K 0.12% 125
2015
Q2 		$189K Hold
9,474
– – 0.1% 124
2015
Q1 		$190K Buy
+9,474
New +$185K 0.1% 126

Other funds holding IHI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Ropes Wealth Advisors's IHI Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q1 2021, closing a stake of 2,142 shares — an estimated $117K sold.

Ropes Wealth Advisors first reported a position in IHI in Q1 2015 and held it in 24 quarters. The position peaked at $428K in Q3 2017. 566 funds tracked by Wall St. Rank hold IHI as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 2,142 iShares US Medical Devices ETF shares in Q1 2021, an estimated $117K.
  • Ropes Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q1 2015 and held it in 24 quarters.
  • Ropes Wealth Advisors's iShares US Medical Devices ETF position peaked at $428K in Q3 2017.
  • 566 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.