Aspire Wealth Management’s iShares US Medical Devices ETF IHI Stock Holding History

Aspire Wealth Management’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	$399	Hold	7	–	–	﹤0.01%	190
2024 Q2	$412	Sell	7 -187	-96%	-$10.5K	﹤0.01%	173
2024 Q1	$11.4K	Sell	194 -45	-19%	-$2.54K	0.01%	160
2023 Q4	$12.9K	Buy	239 +1	+0.4%	+$49	0.01%	150
2023 Q3	$11.5K	Hold	238	–	–	0.01%	151
2023 Q2	$13.4K	Hold	238	–	–	0.01%	157
2023 Q1	$12.9K	Sell	238 -292	-55%	-$15.5K	0.01%	154
2022 Q4	$27.9K	Sell	530 -23	-4%	-$1.17K	0.02%	135
2022 Q3	$26K	Sell	553 -1,723	-76%	-$89.4K	0.02%	128
2022 Q2	$115K	Buy	2,276 +1,274	+127%	+$69.4K	0.11%	96
2022 Q1	$61K	Sell	1,002 -2,825	-74%	-$168K	0.05%	113
2021 Q4	$252K	Buy	+3,827	New	+$245K	0.2%	77

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

Aspire Wealth Management's IHI Position: Q3 2024 in Review

Aspire Wealth Management held its iShares US Medical Devices ETF (IHI) position steady in Q3 2024 at 7 shares worth $399. The position accounts for ﹤0.01% of the portfolio, ranked #190.

Aspire Wealth Management first reported a position in IHI in Q4 2021 and has held it in 12 quarters since. The position peaked at $252K in Q4 2021. 554 funds tracked by Wall St. Rank hold IHI as of Q3 2024.

Aspire Wealth Management held 7 shares of iShares US Medical Devices ETF worth $399 as of Q3 2024.
Aspire Wealth Management left its iShares US Medical Devices ETF share count unchanged in Q3 2024.
iShares US Medical Devices ETF made up ﹤0.01% of Aspire Wealth Management's portfolio in Q3 2024, its #190 holding.
Aspire Wealth Management first reported a position in iShares US Medical Devices ETF in Q4 2021 and has held it in 12 quarters since.
Aspire Wealth Management's iShares US Medical Devices ETF position peaked at $252K in Q4 2021.
554 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.