Winch Advisory Services’s iShares US Medical Devices ETF IHI Stock Holding History

Winch Advisory Services’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 Q3	–	Sell	-138	Closed	-$8K	–	495
2021 Q2	$8K	Hold	138	–	–	﹤0.01%	292
2021 Q1	$8K	Sell	138 -42	-23%	-$2.33K	﹤0.01%	266
2020 Q4	$10K	Sell	180 -24	-12%	-$1.25K	﹤0.01%	232
2020 Q3	$10K	Hold	204	–	–	﹤0.01%	210
2020 Q2	$9K	Hold	204	–	–	﹤0.01%	208
2020 Q1	$8K	Buy	204 +120	+143%	+$5.05K	﹤0.01%	186
2019 Q4	$4K	Hold	84	–	–	﹤0.01%	272
2019 Q3	$3K	Buy	+84	New	+$3.44K	﹤0.01%	273

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Winch Advisory Services's IHI Position: Q3 2021 in Review

Winch Advisory Services sold out of iShares US Medical Devices ETF (IHI) in Q3 2021, closing a stake of 138 shares — an estimated $8K sold.

Winch Advisory Services first reported a position in IHI in Q3 2019 and held it in 8 quarters. The position peaked at $10K in Q4 2020. 574 funds tracked by Wall St. Rank hold IHI as of Q3 2021.

Winch Advisory Services reported no remaining iShares US Medical Devices ETF position as of Q3 2021 after selling out during the quarter.
Winch Advisory Services sold 138 iShares US Medical Devices ETF shares in Q3 2021, an estimated $8K.
Winch Advisory Services first reported a position in iShares US Medical Devices ETF in Q3 2019 and held it in 8 quarters.
Winch Advisory Services's iShares US Medical Devices ETF position peaked at $10K in Q4 2020.
574 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2021.

Based on Winch Advisory Services's 13F filing for Q3 2021, filed 10 Nov 2021.