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

SWMG 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
2022 Q1	$511K	Buy	8,377 +1,685	+25%	+$100K	0.28%	49
2021 Q4	$441K	Buy	6,692 +1,538	+30%	+$98.5K	0.23%	55
2021 Q3	$324K	Buy	5,154 +972	+23%	+$62K	0.19%	58
2021 Q2	$252K	Sell	4,182 -32,022	-88%	-$1.85M	0.15%	58
2021 Q1	$1.99M	Buy	36,204 +3,612	+11%	+$200K	1.36%	19
2020 Q4	$1.82M	Buy	+32,592	New	+$1.7M	1.33%	19

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

SWMG LLC's IHI Position: Q1 2022 in Review

SWMG LLC increased its iShares US Medical Devices ETF (IHI) stake by 25% in Q1 2022, buying an estimated $100K and bringing the position to 8,377 shares worth $511K. The position accounts for 0.28% of the portfolio, ranked #49.

SWMG LLC first reported a position in IHI in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.99M in Q1 2021. 632 funds tracked by Wall St. Rank hold IHI as of Q1 2022.

SWMG LLC held 8,377 shares of iShares US Medical Devices ETF worth $511K as of Q1 2022.
SWMG LLC bought 1,685 iShares US Medical Devices ETF shares in Q1 2022, an estimated $100K.
iShares US Medical Devices ETF made up 0.28% of SWMG LLC's portfolio in Q1 2022, its #49 holding.
SWMG LLC first reported a position in iShares US Medical Devices ETF in Q4 2020 and has held it in 6 quarters since.
SWMG LLC's iShares US Medical Devices ETF position peaked at $1.99M in Q1 2021.
632 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2022.

Based on SWMG LLC's 13F filing for Q1 2022, filed 16 May 2022.