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

Strategic 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	$4.23M	Hold	64,207	–	–	2.09%	13
2021 Q3	$4.03M	Buy	64,207 +4,891	+8%	+$312K	2.1%	13
2021 Q2	$3.57M	Sell	59,316 -7,362	-11%	-$426K	1.93%	18
2021 Q1	$3.67M	Hold	66,678	–	–	2.2%	15
2020 Q4	$3.64M	Sell	66,678 -2,208	-3%	-$115K	2.23%	14
2020 Q3	$3.44M	Buy	+68,886	New	+$3.34M	2.57%	12

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

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

Strategic Wealth Management held its iShares US Medical Devices ETF (IHI) position steady in Q4 2021 at 64,207 shares worth $4.23M. The position accounts for 2.09% of the portfolio, ranked #13.

Strategic Wealth Management first reported a position in IHI in Q3 2020 and has held it in 6 quarters since. 662 funds tracked by Wall St. Rank hold IHI as of Q4 2021.

Strategic Wealth Management held 64,207 shares of iShares US Medical Devices ETF worth $4.23M as of Q4 2021.
Strategic Wealth Management left its iShares US Medical Devices ETF share count unchanged in Q4 2021.
iShares US Medical Devices ETF made up 2.09% of Strategic Wealth Management's portfolio in Q4 2021, its #13 holding.
Strategic Wealth Management first reported a position in iShares US Medical Devices ETF in Q3 2020 and has held it in 6 quarters since.
662 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2021.

Based on Strategic Wealth Management's 13F filing for Q4 2021, filed 7 Feb 2022.