USCA RIA’s iShares US Medical Devices ETF IHI Stock Holding History

USCA RIA’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	$2.3M	Buy	38,166 +606	+2%	+$35K	0.14%	197
2021 Q1	$2.07M	Buy	37,560 +228	+0.6%	+$12.6K	0.14%	208
2020 Q4	$2.04M	Buy	37,332 +300	+0.8%	+$15.7K	0.14%	150
2020 Q3	$1.85M	Buy	37,032 +2,040	+6%	+$98.8K	0.14%	147
2020 Q2	$1.54M	Buy	34,992 +13,398	+62%	+$573K	0.14%	152
2020 Q1	$811K	Buy	21,594 +10,482	+94%	+$441K	0.09%	216
2019 Q4	$490K	Buy	11,112 +5,868	+112%	+$247K	0.04%	326
2019 Q3	$216K	Buy	+5,244	New	+$215K	0.02%	411

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

USCA RIA's IHI Position: Q2 2021 in Review

USCA RIA increased its iShares US Medical Devices ETF (IHI) stake by 1.6% in Q2 2021, buying an estimated $35K and bringing the position to 38,166 shares worth $2.3M. The position accounts for 0.14% of the portfolio, ranked #197.

USCA RIA first reported a position in IHI in Q3 2019 and has held it in 8 quarters since. 559 funds tracked by Wall St. Rank hold IHI as of Q2 2021.

USCA RIA held 38,166 shares of iShares US Medical Devices ETF worth $2.3M as of Q2 2021.
USCA RIA bought 606 iShares US Medical Devices ETF shares in Q2 2021, an estimated $35K.
iShares US Medical Devices ETF made up 0.14% of USCA RIA's portfolio in Q2 2021, its #197 holding.
USCA RIA first reported a position in iShares US Medical Devices ETF in Q3 2019 and has held it in 8 quarters since.
559 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.