Baldwin Wealth Partners’s iShares US Medical Devices ETF IHI Stock Holding History

Baldwin Wealth Partners’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	-800	Closed	-$47.4K	–	613
2024 Q3	$47.4K	Sell	800 -372	-32%	-$21.2K	﹤0.01%	562
2024 Q2	$65.7K	Hold	1,172	–	–	0.01%	308
2024 Q1	$68.7K	Hold	1,172	–	–	0.01%	321
2023 Q4	$63.3K	Hold	1,172	–	–	0.01%	347
2023 Q3	$56.8K	Hold	1,172	–	–	﹤0.01%	377
2023 Q2	$66.2K	Sell	1,172 -100	-8%	-$5.51K	0.01%	374
2023 Q1	$68.7K	Hold	1,272	–	–	0.01%	370
2022 Q4	$66.9K	Hold	1,272	–	–	0.01%	371
2022 Q3	$60K	Hold	1,272	–	–	0.01%	309
2022 Q2	$64K	Hold	1,272	–	–	0.01%	315
2022 Q1	$78K	Buy	1,272 +900	+242%	+$53.7K	0.01%	312
2021 Q4	$24K	Hold	372	–	–	﹤0.01%	432
2021 Q3	$23K	Hold	372	–	–	﹤0.01%	440
2021 Q2	$22K	Hold	372	–	–	﹤0.01%	465
2021 Q1	$20K	Hold	372	–	–	﹤0.01%	458
2020 Q4	$20K	Sell	372 -900	-71%	-$47K	﹤0.01%	404
2020 Q3	$64K	Buy	1,272 +510	+67%	+$24.7K	0.01%	266
2020 Q2	$34K	Hold	762	–	–	0.01%	339
2020 Q1	$29K	Sell	762 -1,800	-70%	-$75.8K	0.01%	339
2019 Q4	$113K	Buy	2,562 +990	+63%	+$41.6K	0.02%	222
2019 Q3	$65K	Buy	1,572 +1,200	+323%	+$49.1K	0.01%	274
2019 Q2	$15K	Hold	372	–	–	﹤0.01%	420
2019 Q1	$14K	Hold	372	–	–	﹤0.01%	425
2018 Q4	$12K	Hold	372	–	–	﹤0.01%	420
2018 Q3	$14K	Hold	372	–	–	﹤0.01%	436
2018 Q2	$12K	Buy	+372	New	+$12.1K	﹤0.01%	443

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 22.96% 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

Baldwin Wealth Partners's IHI Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of iShares US Medical Devices ETF (IHI) in Q4 2024, closing a stake of 800 shares — an estimated $47.4K sold.

Baldwin Wealth Partners first reported a position in IHI in Q2 2018 and held it in 26 quarters. The position peaked at $113K in Q4 2019. 566 funds tracked by Wall St. Rank hold IHI as of Q4 2024.

Baldwin Wealth Partners reported no remaining iShares US Medical Devices ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 800 iShares US Medical Devices ETF shares in Q4 2024, an estimated $47.4K.
Baldwin Wealth Partners first reported a position in iShares US Medical Devices ETF in Q2 2018 and held it in 26 quarters.
Baldwin Wealth Partners's iShares US Medical Devices ETF position peaked at $113K in Q4 2019.
566 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.