Advisors Preferred’s iShares US Medical Devices ETF IHI Stock Holding History

Advisors Preferred’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
2024 Q4	–	Sell	-2,386	Closed	-$140K	–	236
2024 Q3	$140K	Buy	+2,386	New	+$136K	0.02%	162
2023 Q2	–	Sell	-422	Closed	-$22.7K	–	207
2023 Q1	$22.7K	Buy	+422	New	+$22.5K	0.01%	142
2020 Q4	–	Sell	-132	Closed	-$7K	–	182
2020 Q3	$7K	Buy	+132	New	+$6.39K	﹤0.01%	137
2019 Q2	–	Sell	-6,606	Closed	-$255K	–	245
2019 Q1	$255K	Buy	+6,606	New	+$240K	0.08%	90
2018 Q4	–	Sell	-4,488	Closed	-$170K	–	166
2018 Q3	$170K	Buy	+4,488	New	+$159K	0.08%	91
2017 Q3	–	Sell	-6,732	Closed	-$187K	–	247
2017 Q2	$187K	Sell	6,732 -6,648	-50%	-$176K	0.1%	80
2017 Q1	$338K	Buy	+13,380	New	+$324K	0.18%	51
2016 Q1	–	Sell	-8,628	Closed	-$176K	–	231
2015 Q4	$176K	Buy	8,628 +6,672	+341%	+$134K	0.1%	59
2015 Q3	$36K	Buy	+1,956	New	+$39.3K	0.04%	79
2015 Q1	–	Sell	-16,836	Closed	-$317K	–	304
2014 Q4	$317K	Buy	+16,836	New	+$304K	0.15%	99
2014 Q3	–	Sell	-2,352	Closed	-$40K	–	284
2014 Q2	$40K	Sell	2,352 -12,378	-84%	-$202K	0.02%	177
2014 Q1	$243K	Buy	14,730 +9,024	+158%	+$145K	0.11%	132
2013 Q4	$88K	Buy	+5,706	New	+$85.1K	0.05%	158

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Advisors Preferred's IHI Position: Q4 2024 in Review

Advisors Preferred sold out of iShares US Medical Devices ETF (IHI) in Q4 2024, closing a stake of 2,386 shares — an estimated $140K sold.

Advisors Preferred first reported a position in IHI in Q4 2013 and held it in 13 quarters. The position peaked at $338K in Q1 2017. 566 funds tracked by Wall St. Rank hold IHI as of Q4 2024.

Advisors Preferred reported no remaining iShares US Medical Devices ETF position as of Q4 2024 after selling out during the quarter.
Advisors Preferred sold 2,386 iShares US Medical Devices ETF shares in Q4 2024, an estimated $140K.
Advisors Preferred first reported a position in iShares US Medical Devices ETF in Q4 2013 and held it in 13 quarters.
Advisors Preferred's iShares US Medical Devices ETF position peaked at $338K in Q1 2017.
566 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2024.

Based on Advisors Preferred's 13F filing for Q4 2024, filed 28 Jan 2025.