Vivid Financial Management’s iShares US Medical Devices ETF IHI Stock Holding History

Vivid Financial Management’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 Q4	$383K	Sell	5,816 -430	-7%	-$27.5K	0.14%	82
2021 Q3	$392K	Sell	6,246 -7,824	-56%	-$499K	0.16%	83
2021 Q2	$847K	Sell	14,070 -36,930	-72%	-$2.14M	0.35%	41
2021 Q1	$2.81M	Sell	51,000 -18,900	-27%	-$1.05M	1.29%	20
2020 Q4	$3.81M	Buy	69,900 +4,800	+7%	+$251K	1.84%	13
2020 Q3	$3.25M	Sell	65,100 -4,596	-7%	-$223K	2%	15
2020 Q2	$3.08M	Buy	+69,696	New	+$2.98M	1.92%	15

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

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

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

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

MIH

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

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

OLVIG

Oliver Lagore Vanvalin Investment Group Flint, Michigan $255M AUM

Vivid Financial Management's IHI Position: Q4 2021 in Review

Vivid Financial Management reduced its iShares US Medical Devices ETF (IHI) stake by 6.9% in Q4 2021, selling an estimated $27.5K and leaving 5,816 shares worth $383K. The position accounts for 0.14% of the portfolio, ranked #82.

Vivid Financial Management first reported a position in IHI in Q2 2020 and has held it in 7 quarters since. The position peaked at $3.81M in Q4 2020. 662 funds tracked by Wall St. Rank hold IHI as of Q4 2021.

Vivid Financial Management held 5,816 shares of iShares US Medical Devices ETF worth $383K as of Q4 2021.
Vivid Financial Management sold 430 iShares US Medical Devices ETF shares in Q4 2021, an estimated $27.5K.
iShares US Medical Devices ETF made up 0.14% of Vivid Financial Management's portfolio in Q4 2021, its #82 holding.
Vivid Financial Management first reported a position in iShares US Medical Devices ETF in Q2 2020 and has held it in 7 quarters since.
Vivid Financial Management's iShares US Medical Devices ETF position peaked at $3.81M in Q4 2020.
662 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2021.

Based on Vivid Financial Management's 13F filing for Q4 2021, filed 21 Jan 2022.