WealthPLAN Partners’s iShares US Medical Devices ETF IHI Stock Holding History

WealthPLAN Partners’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	-4,350	Closed	-$253K	–	363
2021 Q1	$253K	Buy	4,350 +276	+7%	+$15.3K	0.02%	289
2020 Q4	$229K	Sell	4,074 -2,184	-35%	-$114K	0.02%	300
2020 Q3	$332K	Buy	6,258 +444	+8%	+$21.5K	0.03%	237
2020 Q2	$286K	Buy	5,814 +732	+14%	+$31.3K	0.03%	251
2020 Q1	$218K	Buy	+5,082	New	+$214K	0.03%	226
2016 Q3	$5.91K	Sell	246 -246	-50%	-$5.85K	﹤0.01%	686
2016 Q2	$5.56K	Buy	+492	New	+$10.7K	﹤0.01%	1946

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

WealthPLAN Partners's IHI Position: Q2 2021 in Review

WealthPLAN Partners sold out of iShares US Medical Devices ETF (IHI) in Q2 2021, closing a stake of 4,350 shares — an estimated $253K sold.

WealthPLAN Partners first reported a position in IHI in Q2 2016 and held it in 7 quarters. The position peaked at $332K in Q3 2020. 559 funds tracked by Wall St. Rank hold IHI as of Q2 2021.

WealthPLAN Partners reported no remaining iShares US Medical Devices ETF position as of Q2 2021 after selling out during the quarter.
WealthPLAN Partners sold 4,350 iShares US Medical Devices ETF shares in Q2 2021, an estimated $253K.
WealthPLAN Partners first reported a position in iShares US Medical Devices ETF in Q2 2016 and held it in 7 quarters.
WealthPLAN Partners's iShares US Medical Devices ETF position peaked at $332K in Q3 2020.
559 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2021.

Based on WealthPLAN Partners's 13F filing for Q2 2021, filed 19 Aug 2021.