tru Independence’s iShares US Medical Devices ETF IHI Stock Holding History

tru Independence’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 Q3	–	Sell	-1,620	Closed	-$97K	–	267
2021 Q2	$97K	Buy	+1,620	New	+$93.7K	0.03%	130
2020 Q1	–	Sell	-1,614	Closed	-$61K	–	801
2019 Q4	$61K	Buy	+1,614	New	+$67.8K	0.01%	354

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

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

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

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

tru Independence's IHI Position: Q3 2021 in Review

tru Independence sold out of iShares US Medical Devices ETF (IHI) in Q3 2021, closing a stake of 1,620 shares — an estimated $97K sold.

tru Independence first reported a position in IHI in Q4 2019 and held it in 2 quarters. The position peaked at $97K in Q2 2021. 574 funds tracked by Wall St. Rank hold IHI as of Q3 2021.

tru Independence reported no remaining iShares US Medical Devices ETF position as of Q3 2021 after selling out during the quarter.
tru Independence sold 1,620 iShares US Medical Devices ETF shares in Q3 2021, an estimated $97K.
tru Independence first reported a position in iShares US Medical Devices ETF in Q4 2019 and held it in 2 quarters.
tru Independence's iShares US Medical Devices ETF position peaked at $97K in Q2 2021.
574 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2021.

Based on tru Independence's 13F filing for Q3 2021, filed 12 Nov 2021.