Aspire Private Capital’s iShares US Medical Devices ETF IHI Stock Holding History

Aspire Private Capital’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	-214	Closed	-$12.7K	–	394
2024 Q3	$12.7K	Hold	214	–	–	﹤0.01%	353
2024 Q2	$12K	Hold	214	–	–	﹤0.01%	364
2024 Q1	$12.5K	Buy	214 +1	+0.5%	+$56	﹤0.01%	374
2023 Q4	$11.5K	Hold	213	–	–	﹤0.01%	372
2023 Q3	$10.3K	Hold	213	–	–	﹤0.01%	396
2023 Q2	$12K	Hold	213	–	–	﹤0.01%	357
2023 Q1	$11.5K	Buy	213 +90	+73%	+$4.79K	﹤0.01%	353
2022 Q4	$6.47K	Hold	123	–	–	﹤0.01%	407
2022 Q3	$6K	Hold	123	–	–	﹤0.01%	399
2022 Q2	$6K	Hold	123	–	–	﹤0.01%	383
2022 Q1	$7K	Sell	123 -40	-25%	-$2.38K	﹤0.01%	363
2021 Q4	$11K	Sell	163 -3,375	-95%	-$216K	﹤0.01%	332
2021 Q3	$222K	Sell	3,538 -392	-10%	-$25K	0.07%	130
2021 Q2	$237K	Sell	3,930 -1,494	-28%	-$86.4K	0.08%	132
2021 Q1	$299K	Buy	5,424 +1,662	+44%	+$92.2K	0.1%	111
2020 Q4	$205K	Buy	3,762 +582	+18%	+$30.4K	0.08%	112
2020 Q3	$159K	Buy	3,180 +84	+3%	+$4.07K	0.07%	121
2020 Q2	$137K	Buy	+3,096	New	+$132K	0.06%	110

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 22.9% 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

Aspire Private Capital's IHI Position: Q4 2024 in Review

Aspire Private Capital sold out of iShares US Medical Devices ETF (IHI) in Q4 2024, closing a stake of 214 shares — an estimated $12.7K sold.

Aspire Private Capital first reported a position in IHI in Q2 2020 and held it in 18 quarters. The position peaked at $299K in Q1 2021. 566 funds tracked by Wall St. Rank hold IHI as of Q4 2024.

Aspire Private Capital reported no remaining iShares US Medical Devices ETF position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 214 iShares US Medical Devices ETF shares in Q4 2024, an estimated $12.7K.
Aspire Private Capital first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 18 quarters.
Aspire Private Capital's iShares US Medical Devices ETF position peaked at $299K in Q1 2021.
566 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.