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Tru Independence Asset Management 2’s iShares US Medical Devices ETF IHI Stock Holding History

Tru Independence Asset Management 2’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
Q1 		– Sell
-600
Closed -$33K – 243
2020
Q4 		$33K Buy
+600
New +$31.4K 0.03% 213

Other funds holding IHI

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Tru Independence Asset Management 2's IHI Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of iShares US Medical Devices ETF (IHI) in Q1 2021, closing a stake of 600 shares — an estimated $33K sold.

Tru Independence Asset Management 2 first reported a position in IHI in Q4 2020 and held it in 1 quarter. The position peaked at $33K in Q4 2020. 566 funds tracked by Wall St. Rank hold IHI as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining iShares US Medical Devices ETF position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 600 iShares US Medical Devices ETF shares in Q1 2021, an estimated $33K.
  • Tru Independence Asset Management 2 first reported a position in iShares US Medical Devices ETF in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's iShares US Medical Devices ETF position peaked at $33K in Q4 2020.
  • 566 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.