Aspiriant LLC’s iShares US Medical Devices ETF IHI Stock Holding History

Aspiriant LLC’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 Q1	–	Sell	-8,130	Closed	-$439K	–	325
2023 Q4	$439K	Hold	8,130	–	–	0.02%	200
2023 Q3	$394K	Hold	8,130	–	–	0.02%	200
2023 Q2	$459K	Hold	8,130	–	–	0.02%	188
2023 Q1	$439K	Hold	8,130	–	–	0.02%	190
2022 Q4	$427K	Hold	8,130	–	–	0.02%	188
2022 Q3	$384K	Hold	8,130	–	–	0.02%	186
2022 Q2	$410K	Hold	8,130	–	–	0.02%	179
2022 Q1	$496K	Sell	8,130 -120	-1%	-$7.15K	0.03%	173
2021 Q4	$543K	Buy	8,250 +120	+1%	+$7.68K	0.03%	173
2021 Q3	$510K	Hold	8,130	–	–	0.03%	158
2021 Q2	$489K	Hold	8,130	–	–	0.03%	161
2021 Q1	$448K	Hold	8,130	–	–	0.03%	153
2020 Q4	$443K	Hold	8,130	–	–	0.03%	151
2020 Q3	$406K	Hold	8,130	–	–	0.03%	163
2020 Q2	$359K	Hold	8,130	–	–	0.03%	149
2020 Q1	$305K	Hold	8,130	–	–	0.03%	154
2019 Q4	$358K	Buy	8,130 +2,310	+40%	+$97.1K	0.03%	158
2019 Q3	$240K	Hold	5,820	–	–	0.02%	196
2019 Q2	$233K	Buy	5,820 +480	+9%	+$18.2K	0.02%	202
2019 Q1	$206K	Buy	+5,340	New	+$194K	0.02%	219
2018 Q4	–	Sell	-5,340	Closed	-$202K	–	240
2018 Q3	$202K	Buy	+5,340	New	+$190K	0.02%	229

Other funds holding IHI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aspiriant LLC's IHI Position: Q1 2024 in Review

Aspiriant LLC sold out of iShares US Medical Devices ETF (IHI) in Q1 2024, closing a stake of 8,130 shares — an estimated $439K sold.

Aspiriant LLC first reported a position in IHI in Q3 2018 and held it in 21 quarters. The position peaked at $543K in Q4 2021. 583 funds tracked by Wall St. Rank hold IHI as of Q1 2024.

Aspiriant LLC reported no remaining iShares US Medical Devices ETF position as of Q1 2024 after selling out during the quarter.
Aspiriant LLC sold 8,130 iShares US Medical Devices ETF shares in Q1 2024, an estimated $439K.
Aspiriant LLC first reported a position in iShares US Medical Devices ETF in Q3 2018 and held it in 21 quarters.
Aspiriant LLC's iShares US Medical Devices ETF position peaked at $543K in Q4 2021.
583 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2024.

Based on Aspiriant LLC's 13F filing for Q1 2024, filed 15 Apr 2024.