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Successful Portfolios’s iShares US Medical Devices ETF IHI Stock Holding History

Successful Portfolios’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
-4,644
Closed -$256K – 206
2021
Q1 		$256K Sell
4,644
-1,932
-29% -$107K 0.17% 148
2020
Q4 		$359K Buy
6,576
+546
+9% +$28.5K 0.26% 104
2020
Q3 		$301K Buy
6,030
+318
+6% +$15.4K 0.24% 113
2020
Q2 		$252K Buy
+5,712
New +$244K 0.22% 127

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 $374B AUM 17.66% 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

Successful Portfolios's IHI Position: Q2 2021 in Review

Successful Portfolios sold out of iShares US Medical Devices ETF (IHI) in Q2 2021, closing a stake of 4,644 shares — an estimated $256K sold.

Successful Portfolios first reported a position in IHI in Q2 2020 and held it in 4 quarters. The position peaked at $359K in Q4 2020. 559 funds tracked by Wall St. Rank hold IHI as of Q2 2021.

  • Successful Portfolios reported no remaining iShares US Medical Devices ETF position as of Q2 2021 after selling out during the quarter.
  • Successful Portfolios sold 4,644 iShares US Medical Devices ETF shares in Q2 2021, an estimated $256K.
  • Successful Portfolios first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 4 quarters.
  • Successful Portfolios's iShares US Medical Devices ETF position peaked at $359K in Q4 2020.
  • 559 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2021.

Based on Successful Portfolios's 13F filing for Q2 2021, filed 23 Jul 2021.