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Stone House Investment Management’s iShares US Medical Devices ETF IHI Stock Holding History

Stone House Investment 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
Q2 		– Sell
-87,426
Closed -$4.77M – 42
2021
Q1 		$4.77M Hold
87,426
– – 2.4% 15
2020
Q4 		$4.77M Buy
87,426
+1,206
+1% +$63K 2.4% 15
2020
Q3 		$4.31M Sell
86,220
-144
-0.2% -$6.97K 1.74% 21
2020
Q2 		$3.81M Buy
+86,364
New +$3.69M 1.91% 18

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 $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stone House Investment Management's IHI Position: Q2 2021 in Review

Stone House Investment Management sold out of iShares US Medical Devices ETF (IHI) in Q2 2021, closing a stake of 87,426 shares — an estimated $4.77M sold.

Stone House Investment Management first reported a position in IHI in Q2 2020 and held it in 4 quarters. The position peaked at $4.77M in Q1 2021. 559 funds tracked by Wall St. Rank hold IHI as of Q2 2021.

  • Stone House Investment Management reported no remaining iShares US Medical Devices ETF position as of Q2 2021 after selling out during the quarter.
  • Stone House Investment Management sold 87,426 iShares US Medical Devices ETF shares in Q2 2021, an estimated $4.77M.
  • Stone House Investment Management first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 4 quarters.
  • Stone House Investment Management's iShares US Medical Devices ETF position peaked at $4.77M in Q1 2021.
  • 559 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2021.

Based on Stone House Investment Management's 13F filing for Q2 2021, filed 13 Aug 2021.