Summit X LLC’s iShares US Medical Devices ETF IHI Stock Holding History

Summit X LLC’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	-26,238	Closed	-$1.46M	–	268
2021 Q1	$1.46M	Sell	26,238 -12,696	-33%	-$704K	0.4%	60
2020 Q4	$2.14M	Buy	+38,934	New	+$2.04M	0.63%	39
2020 Q2	$2.09M	Buy	+47,430	New	+$2.03M	0.77%	37

Other funds holding IHI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Summit X LLC's IHI Position: Q2 2021 in Review

Summit X LLC sold out of iShares US Medical Devices ETF (IHI) in Q2 2021, closing a stake of 26,238 shares — an estimated $1.46M sold.

Summit X LLC first reported a position in IHI in Q2 2020 and held it in 3 quarters. The position peaked at $2.14M in Q4 2020. 559 funds tracked by Wall St. Rank hold IHI as of Q2 2021.

Summit X LLC reported no remaining iShares US Medical Devices ETF position as of Q2 2021 after selling out during the quarter.
Summit X LLC sold 26,238 iShares US Medical Devices ETF shares in Q2 2021, an estimated $1.46M.
Summit X LLC first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 3 quarters.
Summit X LLC's iShares US Medical Devices ETF position peaked at $2.14M in Q4 2020.
559 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2021.

Based on Summit X LLC's 13F filing for Q2 2021, filed 16 Jul 2021.