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

Avitas 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
Q4 		$328K Sell
5,623
-309
-5% -$18.4K 0.05% 171
2024
Q3 		$351K Sell
5,932
-104
-2% -$5.94K 0.05% 177
2024
Q2 		$338K Buy
6,036
+43
+0.7% +$2.41K 0.05% 185
2024
Q1 		$351K Sell
5,993
-125
-2% -$7.06K 0.05% 189
2023
Q4 		$330K Buy
6,118
+66
+1% +$3.22K 0.06% 180
2023
Q3 		$294K Buy
6,052
+2
+0% +$106 0.06% 187
2023
Q2 		$342K Buy
6,050
+57
+1% +$3.14K 0.06% 180
2023
Q1 		$324K Buy
5,993
+200
+3% +$10.6K 0.06% 183
2022
Q4 		$305K Buy
5,793
+347
+6% +$17.6K 0.06% 173
2022
Q3 		$257K Buy
5,446
+112
+2% +$5.81K 0.06% 168
2022
Q2 		$269K Sell
5,334
-2,342
-31% -$128K 0.06% 172
2022
Q1 		$468K Buy
7,676
+127
+2% +$7.57K 0.08% 164
2021
Q4 		$497K Buy
7,549
+1,448
+24% +$92.7K 0.08% 158
2021
Q3 		$383K Sell
6,101
-1
-0% -$64 0.07% 176
2021
Q2 		$367K Buy
6,102
+60
+1% +$3.47K 0.07% 187
2021
Q1 		$333K Buy
6,042
+42
+0.7% +$2.33K 0.07% 196
2020
Q4 		$327K Buy
6,000
+1,272
+27% +$66.5K 0.07% 199
2020
Q3 		$236K Buy
4,728
+144
+3% +$6.97K 0.07% 177
2020
Q2 		$202K Buy
+4,584
New +$196K 0.07% 169
2020
Q1 		– Sell
-5,082
Closed -$224K – 153
2019
Q4 		$224K Sell
5,082
-12
-0.2% -$504 0.06% 165
2019
Q3 		$210K Sell
5,094
-72
-1% -$2.95K 0.06% 165
2019
Q2 		$207K Buy
+5,166
New +$196K 0.06% 164

Other funds holding IHI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Avitas Wealth Management's IHI Position: Q4 2024 in Review

Avitas Wealth Management reduced its iShares US Medical Devices ETF (IHI) stake by 5.2% in Q4 2024, selling an estimated $18.4K and leaving 5,623 shares worth $328K. The position accounts for 0.05% of the portfolio, ranked #171.

Avitas Wealth Management first reported a position in IHI in Q2 2019 and has held it in 22 quarters since. The position peaked at $497K in Q4 2021. 564 funds tracked by Wall St. Rank hold IHI as of Q4 2024.

  • Avitas Wealth Management held 5,623 shares of iShares US Medical Devices ETF worth $328K as of Q4 2024.
  • Avitas Wealth Management sold 309 iShares US Medical Devices ETF shares in Q4 2024, an estimated $18.4K.
  • iShares US Medical Devices ETF made up 0.05% of Avitas Wealth Management's portfolio in Q4 2024, its #171 holding.
  • Avitas Wealth Management first reported a position in iShares US Medical Devices ETF in Q2 2019 and has held it in 22 quarters since.
  • Avitas Wealth Management's iShares US Medical Devices ETF position peaked at $497K in Q4 2021.
  • 564 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.