Annapolis Financial Services’s iShares US Medical Devices ETF IHI Stock Holding History

Annapolis Financial 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
2024 Q3	$21.7K	Hold	366	–	–	0.01%	219
2024 Q2	$20.5K	Hold	366	–	–	0.01%	214
2024 Q1	$21.4K	Hold	366	–	–	0.01%	213
2023 Q4	$19.8K	Hold	366	–	–	﹤0.01%	278
2023 Q3	$17.8K	Hold	366	–	–	0.01%	276
2023 Q2	$20.7K	Hold	366	–	–	0.01%	262
2023 Q1	$19.8K	Hold	366	–	–	0.01%	245
2022 Q4	$19.2K	Hold	366	–	–	0.01%	251
2022 Q3	$17K	Buy	+366	New	+$19K	0.01%	275

Other funds holding IHI

Citigroup New York $235B AUM 32.99% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Annapolis Financial Services's IHI Position: Q3 2024 in Review

Annapolis Financial Services held its iShares US Medical Devices ETF (IHI) position steady in Q3 2024 at 366 shares worth $21.7K. The position accounts for 0.01% of the portfolio, ranked #219.

Annapolis Financial Services first reported a position in IHI in Q3 2022 and has held it in 9 quarters since. 554 funds tracked by Wall St. Rank hold IHI as of Q3 2024.

Annapolis Financial Services held 366 shares of iShares US Medical Devices ETF worth $21.7K as of Q3 2024.
Annapolis Financial Services left its iShares US Medical Devices ETF share count unchanged in Q3 2024.
iShares US Medical Devices ETF made up 0.01% of Annapolis Financial Services's portfolio in Q3 2024, its #219 holding.
Annapolis Financial Services first reported a position in iShares US Medical Devices ETF in Q3 2022 and has held it in 9 quarters since.
554 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.