AMG National Trust Bank’s iShares US Medical Devices ETF IHI Stock Holding History

AMG National Trust Bank’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	-3,888	Closed	-$230K	–	456
2024 Q3	$230K	Sell	3,888 -3,888	-50%	-$222K	0.01%	413
2024 Q2	$436K	Buy	7,776 +3,888	+100%	+$218K	0.01%	359
2024 Q1	$228K	Hold	3,888	–	–	0.01%	404
2023 Q4	$210K	Buy	+3,888	New	+$190K	0.01%	406
2023 Q3	–	Sell	-3,888	Closed	-$220K	–	435
2023 Q2	$220K	Sell	3,888 -5,000	-56%	-$275K	0.01%	412
2023 Q1	$480K	Hold	8,888	–	–	0.02%	348
2022 Q4	$467K	Hold	8,888	–	–	0.02%	345
2022 Q3	$419K	Buy	8,888 +2,916	+49%	+$151K	0.02%	356
2022 Q2	$321K	Sell	5,972 -2,916	-33%	-$159K	0.01%	371
2022 Q1	$542K	Hold	8,888	–	–	0.02%	335
2021 Q4	$585K	Hold	8,888	–	–	0.02%	336
2021 Q3	$558K	Buy	8,888 +2,000	+29%	+$128K	0.02%	342
2021 Q2	$414K	Hold	6,888	–	–	0.01%	368
2021 Q1	$379K	Hold	6,888	–	–	0.01%	376
2020 Q4	$376K	Hold	6,888	–	–	0.01%	378
2020 Q3	$344K	Hold	6,888	–	–	0.01%	363
2020 Q2	$304K	Buy	+6,888	New	+$294K	0.01%	371

Other funds holding IHI

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AMG National Trust Bank's IHI Position: Q4 2024 in Review

AMG National Trust Bank sold out of iShares US Medical Devices ETF (IHI) in Q4 2024, closing a stake of 3,888 shares — an estimated $230K sold.

AMG National Trust Bank first reported a position in IHI in Q2 2020 and held it in 17 quarters. The position peaked at $585K in Q4 2021. 564 funds tracked by Wall St. Rank hold IHI as of Q4 2024.

AMG National Trust Bank reported no remaining iShares US Medical Devices ETF position as of Q4 2024 after selling out during the quarter.
AMG National Trust Bank sold 3,888 iShares US Medical Devices ETF shares in Q4 2024, an estimated $230K.
AMG National Trust Bank first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 17 quarters.
AMG National Trust Bank's iShares US Medical Devices ETF position peaked at $585K in Q4 2021.
564 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2024.

Based on AMG National Trust Bank's 13F filing for Q4 2024, filed 7 Feb 2025.