TRUE Private Wealth Advisors’s iShares US Medical Devices ETF IHI Stock Holding History

TRUE Private Wealth Advisors’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	-5,286	Closed	-$291K	–	242
2021 Q1	$291K	Sell	5,286 -4,482	-46%	-$249K	0.05%	178
2020 Q4	$532K	Sell	9,768 -5,190	-35%	-$271K	0.09%	120
2020 Q3	$747K	Sell	14,958 -5,184	-26%	-$251K	0.13%	94
2020 Q2	$889K	Buy	20,142 +18,120	+896%	+$774K	0.16%	83
2020 Q1	$75K	Hold	2,022	–	–	0.02%	243
2019 Q4	$89K	Buy	+2,022	New	+$85K	0.01%	308
2019 Q3	–	Sell	-1,422	Closed	-$57K	–	463
2019 Q2	$57K	Buy	+1,422	New	+$53.8K	0.01%	322
2018 Q4	–	Sell	-1,422	Closed	-$53.9K	–	566
2018 Q3	$53.9K	Buy	+1,422	New	+$50.5K	0.01%	450
2016 Q4	–	Sell	-124,620	Closed	-$2.94M	–	151
2016 Q3	$2.94M	Buy	+124,620	New	+$2.96M	0.94%	24

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

TRUE Private Wealth Advisors's IHI Position: Q2 2021 in Review

TRUE Private Wealth Advisors sold out of iShares US Medical Devices ETF (IHI) in Q2 2021, closing a stake of 5,286 shares — an estimated $291K sold.

TRUE Private Wealth Advisors first reported a position in IHI in Q3 2016 and held it in 9 quarters. The position peaked at $2.94M in Q3 2016. 559 funds tracked by Wall St. Rank hold IHI as of Q2 2021.

TRUE Private Wealth Advisors reported no remaining iShares US Medical Devices ETF position as of Q2 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 5,286 iShares US Medical Devices ETF shares in Q2 2021, an estimated $291K.
TRUE Private Wealth Advisors first reported a position in iShares US Medical Devices ETF in Q3 2016 and held it in 9 quarters.
TRUE Private Wealth Advisors's iShares US Medical Devices ETF position peaked at $2.94M in Q3 2016.
559 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.