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Well Done LLC’s iShares US Medical Devices ETF IHI Stock Holding History

Well Done LLC’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
Q1 		– Sell
-15,942
Closed -$870K – 171
2020
Q4 		$870K Sell
15,942
-894
-5% -$46.7K 0.22% 65
2020
Q3 		$841K Sell
16,836
-198
-1% -$9.59K 0.24% 61
2020
Q2 		$752K Buy
17,034
+1,500
+10% +$64.1K 0.21% 68
2020
Q1 		$583K Sell
15,534
-2,136
-12% -$89.9K 0.18% 72
2019
Q4 		$778K Sell
17,670
-534
-3% -$22.4K 0.18% 73
2019
Q3 		$750K Buy
18,204
+384
+2% +$15.7K 0.18% 71
2019
Q2 		$715K Buy
17,820
+1,314
+8% +$49.7K 0.17% 72
2019
Q1 		$637K Sell
16,506
-1,236
-7% -$44.9K 0.16% 76
2018
Q4 		$591K Buy
17,742
+240
+1% +$8.31K 0.17% 73
2018
Q3 		$664K Buy
17,502
+222
+1% +$7.89K 0.19% 70
2018
Q2 		$577K Buy
17,280
+240
+1% +$7.82K 0.17% 73
2018
Q1 		$525K Sell
17,040
-462
-3% -$14.2K 0.16% 64
2017
Q4 		$507K Buy
17,502
+174
+1% +$5.02K 0.17% 68
2017
Q3 		$482K Sell
17,328
-252
-1% -$6.97K 0.15% 83
2017
Q2 		$488K Buy
17,580
+210
+1% +$5.56K 0.17% 62
2017
Q1 		$438K Sell
17,370
-1,434
-8% -$34.8K 0.16% 64
2016
Q4 		$417K Sell
18,804
-1,590
-8% -$36.1K 0.16% 64
2016
Q3 		$491K Buy
20,394
+1,584
+8% +$37.7K 0.18% 56
2016
Q2 		$425K Buy
18,810
+2,214
+13% +$47.9K 0.15% 59
2016
Q1 		$339K Buy
+16,596
New +$322K 0.12% 62

Other funds holding IHI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Well Done LLC's IHI Position: Q1 2021 in Review

Well Done LLC sold out of iShares US Medical Devices ETF (IHI) in Q1 2021, closing a stake of 15,942 shares — an estimated $870K sold.

Well Done LLC first reported a position in IHI in Q1 2016 and held it in 20 quarters. The position peaked at $870K in Q4 2020. 566 funds tracked by Wall St. Rank hold IHI as of Q1 2021.

  • Well Done LLC reported no remaining iShares US Medical Devices ETF position as of Q1 2021 after selling out during the quarter.
  • Well Done LLC sold 15,942 iShares US Medical Devices ETF shares in Q1 2021, an estimated $870K.
  • Well Done LLC first reported a position in iShares US Medical Devices ETF in Q1 2016 and held it in 20 quarters.
  • Well Done LLC's iShares US Medical Devices ETF position peaked at $870K in Q4 2020.
  • 566 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2021.

Based on Well Done LLC's 13F filing for Q1 2021, filed 29 Apr 2021.